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
$188M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.09M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.19M

Top Sells

1
+$39.2M
2
+$7.55M
3
+$5.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.42M

Sector Composition

1 Technology 11.37%
2 Healthcare 8.48%
3 Consumer Discretionary 5.71%
4 Communication Services 3.73%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$281K 0.15%
5,546
152
$278K 0.15%
7,119
-1,000
153
$277K 0.15%
4,110
-13,944
154
$277K 0.15%
3,226
-576
155
$272K 0.14%
11,550
-320,650
156
$271K 0.14%
10,413
+3
157
$271K 0.14%
5,420
+150
158
$269K 0.14%
2,877
-544
159
$265K 0.14%
+5,321
160
$261K 0.14%
4,726
161
$255K 0.14%
1,756
-1,270
162
$253K 0.13%
+9,810
163
$248K 0.13%
+2,042
164
$247K 0.13%
+2,717
165
$241K 0.13%
1,720
+115
166
$240K 0.13%
4,615
-564
167
$235K 0.13%
+11,792
168
$231K 0.12%
4,927
-742
169
$231K 0.12%
603
-8
170
$229K 0.12%
6,336
-209
171
$228K 0.12%
+765
172
$227K 0.12%
9,118
-662
173
$227K 0.12%
2,177
-26
174
$226K 0.12%
+209
175
$226K 0.12%
+10,444
5 6
7
8 9