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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$7.92M
3
+$7.29M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.78M
5
AMZN icon
Amazon
AMZN
+$6.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.12%
2 Healthcare 13.66%
3 Technology 13.36%
4 Consumer Discretionary 9.06%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$350K 0.18%
+19,700
127
$348K 0.18%
+6,111
128
$342K 0.17%
+3,817
129
$340K 0.17%
+4,561
130
$340K 0.17%
+1,350
131
$339K 0.17%
+2,525
132
$338K 0.17%
+4,083
133
$333K 0.17%
+7,733
134
$331K 0.17%
+8,996
135
$331K 0.17%
+2,998
136
$328K 0.17%
+7,030
137
$324K 0.17%
+8,973
138
$323K 0.16%
+1,427
139
$313K 0.16%
+2,680
140
$310K 0.16%
+1,937
141
$307K 0.16%
+2,295
142
$307K 0.16%
+4,117
143
$302K 0.15%
+13,590
144
$301K 0.15%
+8,845
145
$300K 0.15%
+5,732
146
$298K 0.15%
+5,063
147
$297K 0.15%
+10,012
148
$291K 0.15%
+8,756
149
$289K 0.15%
+5,790
150
$284K 0.15%
+2,586
4 5
6
7 8