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
$114M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.66M
3
+$782K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$763K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$718K

Top Sells

1
+$539K
2
+$490K
3
+$464K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$417K
5
NFLX icon
Netflix
NFLX
+$313K

Sector Composition

1 Technology 10.79%
2 Industrials 8.02%
3 Healthcare 7.54%
4 Consumer Staples 5.38%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$300K 0.26%
4,762
+98
127
$291K 0.26%
+5,571
128
$288K 0.25%
2,527
+71
129
$287K 0.25%
2,536
-1,877
130
$286K 0.25%
6,349
-607
131
$282K 0.25%
4,336
132
$276K 0.24%
1,328
-379
133
$276K 0.24%
1,792
+305
134
$275K 0.24%
6,870
135
$272K 0.24%
5,410
+334
136
$271K 0.24%
5,106
-1,106
137
$269K 0.24%
2,084
+348
138
$262K 0.23%
2,100
-5
139
$256K 0.23%
+1,999
140
$255K 0.22%
+2,049
141
$252K 0.22%
9,130
-640
142
$243K 0.21%
2,990
143
$239K 0.21%
+1,479
144
$237K 0.21%
1,223
-199
145
$237K 0.21%
4,580
+721
146
$222K 0.2%
4,150
+100
147
$220K 0.19%
4,945
+606
148
$220K 0.19%
+2,504
149
$215K 0.19%
745
-23
150
$215K 0.19%
+1,450
4 5
6
7 8