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
$197M
AUM Growth
+$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$6.36M
3
+$5.23M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.72M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$3.49M

Top Sells

1
+$1.59M
2
+$1.49M
3
+$1.41M
4
BAC icon
Bank of America
BAC
+$1.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.17M

Sector Composition

1 Healthcare 10.97%
2 Technology 7.83%
3 Consumer Staples 4.31%
4 Financials 4.18%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$301K 0.15%
2,090
-10
152
$300K 0.15%
+5,874
153
$300K 0.15%
+7,216
154
$297K 0.15%
1,753
-39
155
$297K 0.15%
+41,673
156
$297K 0.15%
+5,546
157
$292K 0.15%
5,311
+731
158
$291K 0.15%
+768
159
$288K 0.15%
+5,820
160
$285K 0.14%
8,588
+64
161
$284K 0.14%
9,200
-7,110
162
$283K 0.14%
3,629
-1,319
163
$281K 0.14%
+7,344
164
$273K 0.14%
+4,586
165
$268K 0.14%
+202
166
$266K 0.13%
+858
167
$265K 0.13%
+3,376
168
$263K 0.13%
+15,213
169
$259K 0.13%
837
-797
170
$258K 0.13%
+1,921
171
$256K 0.13%
+4,019
172
$250K 0.13%
+2,638
173
$246K 0.12%
724
-4,379
174
$246K 0.12%
+2,075
175
$246K 0.12%
+634
5 6
7
8 9