HR
Hayden Royal Portfolio holdings
AUM
$42.7M
This Quarter Return
+3.77%
1 Year Return
+33.85%
3 Year Return
+99.82%
5 Year Return
–
10 Year Return
–
AUM
$93.9M
AUM Growth
+$93.9M
(+22%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
14.85%
Top 10 Holdings %
Top 10 Hldgs %
27.11%
Holding
171
New
50
Increased
65
Reduced
39
Closed
13
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$991K |
| 2 |
Amazon
AMZN
|
$726K |
| 3 |
Vanguard Growth ETF
VUG
|
$694K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$656K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$603K |
Top Sells
| 1 |
Microsoft
MSFT
|
$663K |
| 2 |
Waste Management
WM
|
$445K |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$441K |
| 4 |
Southern Company
SO
|
$404K |
| 5 |
Apple
AAPL
|
$388K |
Sector Composition
| 1 | Technology | 11.36% |
| 2 | Healthcare | 7.89% |
| 3 | Communication Services | 6.55% |
| 4 | Consumer Staples | 6.35% |
| 5 | Financials | 5.76% |
