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
$170M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.34M
3
+$1.68M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$893K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$770K

Top Sells

1
+$5.08M
2
+$2.82M
3
+$1.37M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.33M
5
PFE icon
Pfizer
PFE
+$1.26M

Sector Composition

1 Healthcare 8.71%
2 Technology 7.76%
3 Consumer Staples 4.98%
4 Communication Services 4.1%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$285K 0.17%
1,991
-1
152
$283K 0.17%
6,023
-6,675
153
$281K 0.17%
3,251
+168
154
$280K 0.16%
1,919
+18
155
$279K 0.16%
301
+99
156
$277K 0.16%
2,280
+324
157
$277K 0.16%
42,000
+13,280
158
$274K 0.16%
+1,977
159
$270K 0.16%
+9,180
160
$269K 0.16%
4,528
-900
161
$264K 0.16%
2,984
+346
162
$261K 0.15%
2,027
+395
163
$261K 0.15%
5,727
+1,980
164
$261K 0.15%
4,818
+1,267
165
$259K 0.15%
4,722
+452
166
$259K 0.15%
6,152
+2,424
167
$259K 0.15%
813
+45
168
$257K 0.15%
+5,257
169
$256K 0.15%
6,830
+490
170
$253K 0.15%
5,214
+531
171
$252K 0.15%
+5,532
172
$252K 0.15%
+6,050
173
$251K 0.15%
3,352
-12
174
$250K 0.15%
11,000
+252
175
$249K 0.15%
5,588
+284
5 6
7
8 9