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
$93.9M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$726K
3
+$694K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$656K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$603K

Top Sells

1
+$663K
2
+$445K
3
+$441K
4
SO icon
Southern Company
SO
+$404K
5
AAPL icon
Apple
AAPL
+$388K

Sector Composition

1 Technology 11.36%
2 Healthcare 7.89%
3 Communication Services 6.55%
4 Consumer Staples 6.35%
5 Financials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$231K 0.25%
+4,908
127
$230K 0.24%
+481
128
$225K 0.24%
2,799
+75
129
$223K 0.24%
+1,079
130
$222K 0.24%
4,577
-1,184
131
$222K 0.24%
+797
132
$219K 0.23%
4,339
+269
133
$217K 0.23%
2,406
-76
134
$215K 0.23%
4,050
+300
135
$215K 0.23%
+2,660
136
$214K 0.23%
+2,932
137
$212K 0.23%
+768
138
$211K 0.22%
7,494
-2,006
139
$209K 0.22%
1,471
+304
140
$207K 0.22%
+1,208
141
$205K 0.22%
+2,376
142
$205K 0.22%
+7,307
143
$204K 0.22%
+3,859
144
$202K 0.22%
+2,358
145
$202K 0.22%
+1,182
146
$202K 0.22%
+1,736
147
$201K 0.21%
+1,550
148
$180K 0.19%
+27,664
149
$155K 0.17%
+15,777
150
$127K 0.14%
+16,358
3 4 5
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