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
$175M
AUM Growth
-$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.5M
3
+$4.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.6M
5
GLD icon
SPDR Gold Trust
GLD
+$3.85M

Top Sells

1
+$6.88M
2
+$6.2M
3
+$1.89M
4
GAP
The Gap Inc
GAP
+$1.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.23M

Sector Composition

1 Technology 10.98%
2 Healthcare 9.54%
3 Consumer Discretionary 8.3%
4 Financials 6.47%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$262K 0.15%
5,159
-263
152
$262K 0.15%
+1,977
153
$260K 0.15%
6,622
+2
154
$255K 0.15%
2,148
-11
155
$253K 0.14%
1,040
-163
156
$253K 0.14%
+2,319
157
$252K 0.14%
2,440
+120
158
$251K 0.14%
+2,113
159
$249K 0.14%
+1,841
160
$245K 0.14%
+9,193
161
$245K 0.14%
+652
162
$244K 0.14%
+4,787
163
$241K 0.14%
+4,629
164
$233K 0.13%
+10,540
165
$228K 0.13%
1,416
-85
166
$226K 0.13%
+5,190
167
$225K 0.13%
+2,655
168
$223K 0.13%
+3,907
169
$223K 0.13%
3,401
-1,708
170
$223K 0.13%
+869
171
$221K 0.13%
+6,750
172
$220K 0.13%
+1,166
173
$219K 0.13%
2,144
-260
174
$217K 0.12%
+319
175
$214K 0.12%
+3,280
5 6
7
8 9