HR
Hayden Royal Portfolio holdings
AUM
$42.7M
This Quarter Return
+7.43%
1 Year Return
+33.85%
3 Year Return
+99.82%
5 Year Return
–
10 Year Return
–
AUM
$42.7M
AUM Growth
+$42.7M
(-30%)
Cap. Flow
-$20.8M
Cap. Flow
% of AUM
-48.79%
Top 10 Holdings %
Top 10 Hldgs %
30.2%
Holding
142
New
51
Increased
27
Reduced
41
Closed
15
Top Buys
| 1 |
Qualcomm
QCOM
|
$269K |
| 2 |
Digital Realty Trust
DLR
|
$241K |
| 3 |
Apollo Global Management
APO
|
$226K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$210K |
| 5 |
BWIN
Baldwin Insurance Group
BWIN
|
$209K |
Top Sells
| 1 |
FT Vest US Equity Deep Buffer ETF April
DAPR
|
$8.41M |
| 2 |
Moderna
MRNA
|
$3.09M |
| 3 |
Alcoa
AA
|
$3.07M |
| 4 |
Blackstone
BX
|
$2.85M |
| 5 |
Dick's Sporting Goods
DKS
|
$2.38M |
Sector Composition
| 1 | Technology | 21.19% |
| 2 | Healthcare | 10.17% |
| 3 | Communication Services | 7.35% |
| 4 | Consumer Discretionary | 6.06% |
| 5 | Financials | 5.64% |
