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
$197M
AUM Growth
+$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$6.36M
3
+$5.23M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.72M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$3.49M

Top Sells

1
+$1.59M
2
+$1.49M
3
+$1.41M
4
BAC icon
Bank of America
BAC
+$1.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.17M

Sector Composition

1 Healthcare 10.97%
2 Technology 7.83%
3 Consumer Staples 4.31%
4 Financials 4.18%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$376K 0.19%
+2,776
127
$375K 0.19%
+12,545
128
$372K 0.19%
1,992
-950
129
$371K 0.19%
2,694
+695
130
$368K 0.19%
+3,083
131
$366K 0.19%
6,189
+44
132
$362K 0.18%
4,270
-112
133
$354K 0.18%
+21,717
134
$352K 0.18%
+1,651
135
$351K 0.18%
1,505
+177
136
$345K 0.17%
2,944
-4,820
137
$332K 0.17%
+4,366
138
$331K 0.17%
+2,047
139
$330K 0.17%
+3,809
140
$329K 0.17%
7,137
+788
141
$328K 0.17%
+6,413
142
$327K 0.17%
+10,748
143
$326K 0.17%
5,304
-180
144
$323K 0.16%
3,820
-330
145
$316K 0.16%
2,296
-4,822
146
$315K 0.16%
4,955
+10
147
$315K 0.16%
5,228
-404
148
$309K 0.16%
+4,025
149
$309K 0.16%
5,930
+359
150
$301K 0.15%
+2,927
4 5
6
7 8