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
$178M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$5.14M
3
+$3.54M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.11M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.76M

Top Sells

1
+$13.1M
2
+$6.43M
3
+$3.81M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.75M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.68M

Sector Composition

1 Industrials 24.84%
2 Technology 9.36%
3 Healthcare 8.27%
4 Communication Services 3.33%
5 Financials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$147K 0.08%
20,651
+4,151
152
$145K 0.08%
20,133
-875
153
$119K 0.07%
3,491
-4,962
154
$108K 0.06%
+10,100
155
$88.5K 0.05%
+15,480
156
$79.5K 0.04%
+13,071
157
$68.3K 0.04%
15,890
-820
158
$61K 0.03%
15,000
159
$54.4K 0.03%
11,400
160
$49K 0.03%
14,280
-370
161
$34.5K 0.02%
+12,860
162
$30.4K 0.02%
+2,642
163
$15.3K 0.01%
407
164
$2.86K ﹤0.01%
28,640
165
$1.61K ﹤0.01%
10,070
166
$75 ﹤0.01%
50,000
167
– –
-33,909
168
– –
-22,750
169
– –
-7,463
170
– –
-4,899
171
– –
-813
172
– –
-6,037
173
– –
-4,148
174
– –
-19,720
175
– –
-2,346
5 6
7
8 9