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
$178M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$5.14M
3
+$3.54M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.11M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.76M

Top Sells

1
+$13.1M
2
+$6.43M
3
+$3.81M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.75M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.68M

Sector Composition

1 Industrials 24.84%
2 Technology 9.36%
3 Healthcare 8.27%
4 Communication Services 3.33%
5 Financials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248K 0.14%
1,879
-3,766
127
$246K 0.14%
9,780
-68
128
$245K 0.14%
6,241
-2,103
129
$244K 0.14%
+1,401
130
$244K 0.14%
6,545
-1,882
131
$240K 0.14%
1,605
-1,849
132
$240K 0.14%
+1,808
133
$240K 0.14%
5,270
-1,560
134
$234K 0.13%
+4,726
135
$231K 0.13%
+5,669
136
$229K 0.13%
+7,260
137
$227K 0.13%
+2,717
138
$223K 0.13%
2,350
-3,700
139
$223K 0.13%
611
-319
140
$220K 0.12%
2,017
-541
141
$219K 0.12%
3,666
-1,152
142
$213K 0.12%
+9,071
143
$208K 0.12%
705
-1,815
144
$207K 0.12%
+1,455
145
$203K 0.11%
2,203
-542
146
$201K 0.11%
+1,769
147
$183K 0.1%
95
148
$173K 0.1%
23,458
149
$161K 0.09%
+12,295
150
$147K 0.08%
+147,418
4 5
6
7 8