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
$182M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.9M
3
+$2.58M
4
COF icon
Capital One
COF
+$2.31M
5
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$2.12M

Top Sells

1
+$3.39M
2
+$2.29M
3
+$1.62M
4
IVZ icon
Invesco
IVZ
+$1.59M
5
GLD icon
SPDR Gold Trust
GLD
+$1.58M

Sector Composition

1 Technology 11.87%
2 Healthcare 8.75%
3 Consumer Discretionary 7.72%
4 Financials 5.41%
5 Communication Services 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$338K 0.19%
3,487
-18
127
$338K 0.19%
11,550
128
$336K 0.19%
365
+25
129
$335K 0.18%
848
+48
130
$332K 0.18%
1,508
+243
131
$328K 0.18%
5,751
-280
132
$326K 0.18%
1,751
+69
133
$324K 0.18%
2,314
+2
134
$322K 0.18%
+1,330
135
$322K 0.18%
2,637
+411
136
$318K 0.18%
4,245
+256
137
$318K 0.18%
5,136
+102
138
$316K 0.17%
6,129
+235
139
$310K 0.17%
5,633
-4,000
140
$308K 0.17%
1,446
+142
141
$306K 0.17%
4,831
+200
142
$306K 0.17%
4,000
143
$304K 0.17%
+11,532
144
$302K 0.17%
2,705
+386
145
$301K 0.17%
3,890
+610
146
$292K 0.16%
3,552
+139
147
$292K 0.16%
2,961
-276
148
$287K 0.16%
11,867
-88
149
$284K 0.16%
1,986
+9
150
$280K 0.15%
3,493
-300
4 5
6
7 8