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
$175M
AUM Growth
-$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.5M
3
+$4.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.6M
5
GLD icon
SPDR Gold Trust
GLD
+$3.85M

Top Sells

1
+$6.88M
2
+$6.2M
3
+$1.89M
4
GAP
The Gap Inc
GAP
+$1.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.23M

Sector Composition

1 Technology 10.98%
2 Healthcare 9.54%
3 Consumer Discretionary 8.3%
4 Financials 6.47%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$310K 0.18%
+11,550
127
$309K 0.18%
+3,793
128
$303K 0.17%
2,666
-50
129
$296K 0.17%
4,631
-492
130
$294K 0.17%
3,237
-1,757
131
$294K 0.17%
+2,312
132
$293K 0.17%
+4,575
133
$290K 0.17%
+4,964
134
$289K 0.17%
+5,894
135
$289K 0.17%
+2,226
136
$288K 0.16%
939
+244
137
$287K 0.16%
3,989
-1,006
138
$284K 0.16%
2,185
-5,961
139
$282K 0.16%
800
-4
140
$281K 0.16%
+3,413
141
$279K 0.16%
+1,265
142
$276K 0.16%
+743
143
$275K 0.16%
+2,060
144
$271K 0.16%
+11,955
145
$270K 0.15%
5,034
+582
146
$266K 0.15%
1,304
+187
147
$265K 0.15%
+1,682
148
$264K 0.15%
3,822
-1,297
149
$263K 0.15%
+1,173
150
$262K 0.15%
+4,269
4 5
6
7 8