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
$188M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.09M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.19M

Top Sells

1
+$39.2M
2
+$7.55M
3
+$5.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.42M

Sector Composition

1 Technology 11.37%
2 Healthcare 8.48%
3 Consumer Discretionary 5.71%
4 Communication Services 3.73%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$343K 0.18%
+1,141
127
$338K 0.18%
+4,045
128
$335K 0.18%
+6,466
129
$334K 0.18%
+11,006
130
$331K 0.18%
2,388
+509
131
$329K 0.18%
2,091
-420
132
$326K 0.17%
1,920
+405
133
$322K 0.17%
5,365
134
$317K 0.17%
1,248
+161
135
$317K 0.17%
894
-58
136
$315K 0.17%
1,895
-785
137
$314K 0.17%
2,048
+8
138
$311K 0.17%
+3,601
139
$308K 0.16%
+5,032
140
$308K 0.16%
3,901
+10
141
$306K 0.16%
8,420
+1,160
142
$304K 0.16%
2,980
+630
143
$304K 0.16%
1,840
-98
144
$303K 0.16%
5,202
+387
145
$292K 0.16%
6,314
+73
146
$290K 0.15%
+4,000
147
$289K 0.15%
+1,835
148
$288K 0.15%
3,782
+99
149
$288K 0.15%
+2,451
150
$285K 0.15%
4,694
+90
4 5
6
7 8