HR

Hayden Royal Portfolio holdings

AUM $42.7M
1-Year Est. Return 33.85%
This Quarter Est. Return
1 Year Est. Return
+33.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.9M
3
+$2.58M
4
COF icon
Capital One
COF
+$2.31M
5
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$2.12M

Top Sells

1
+$3.39M
2
+$2.29M
3
+$1.62M
4
IVZ icon
Invesco
IVZ
+$1.59M
5
GLD icon
SPDR Gold Trust
GLD
+$1.58M

Sector Composition

1 Technology 11.87%
2 Healthcare 8.75%
3 Consumer Discretionary 7.72%
4 Financials 5.41%
5 Communication Services 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$395K 0.22%
12,883
-79
102
$390K 0.21%
3,706
-32,173
103
$386K 0.21%
2,605
+27
104
$383K 0.21%
1,670
-7,052
105
$382K 0.21%
1,560
-240
106
$378K 0.21%
4,452
+298
107
$378K 0.21%
943
+200
108
$377K 0.21%
1,554
-281
109
$375K 0.21%
7,192
+2,923
110
$374K 0.21%
5,105
-4,538
111
$374K 0.21%
1,953
+248
112
$373K 0.21%
2,916
-1,395
113
$372K 0.2%
1,245
-2
114
$364K 0.2%
6,798
-4,114
115
$363K 0.2%
1,244
+204
116
$361K 0.2%
242
+3
117
$360K 0.2%
6,278
-71
118
$355K 0.2%
228
-1
119
$353K 0.19%
7,077
-5,400
120
$351K 0.19%
2,215
-4,386
121
$350K 0.19%
3,037
+41
122
$343K 0.19%
940
+1
123
$342K 0.19%
426
+107
124
$342K 0.19%
+647
125
$339K 0.19%
+3,978
3 4
5
6 7