HR
Hayden Royal Portfolio holdings
AUM
$42.7M
This Quarter Return
+6.63%
1 Year Return
+33.85%
3 Year Return
+99.82%
5 Year Return
–
10 Year Return
–
AUM
$61.3M
AUM Growth
+$61.3M
(-66%)
Cap. Flow
-$119M
Cap. Flow
% of AUM
-193.73%
Top 10 Holdings %
Top 10 Hldgs %
47.1%
Holding
217
New
11
Increased
20
Reduced
57
Closed
126
Top Buys
| 1 |
FT Vest US Equity Deep Buffer ETF April
DAPR
|
$8.41M |
| 2 |
Moderna
MRNA
|
$3.09M |
| 3 |
Alcoa
AA
|
$3.07M |
| 4 |
Dick's Sporting Goods
DKS
|
$2.38M |
| 5 |
Blackstone
BX
|
$2M |
Top Sells
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$11.8M |
| 2 |
Apple
AAPL
|
$8.65M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$5.99M |
| 4 |
FT Vest US Equity Deep Buffer ETF September
DSEP
|
$4.6M |
| 5 |
Bath & Body Works
BBWI
|
$4.41M |
Sector Composition
| 1 | Technology | 12.19% |
| 2 | Healthcare | 11.21% |
| 3 | Consumer Discretionary | 7.86% |
| 4 | Financials | 7.16% |
| 5 | Materials | 6.23% |
