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
$182M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.9M
3
+$2.58M
4
COF icon
Capital One
COF
+$2.31M
5
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$2.12M

Top Sells

1
+$3.39M
2
+$2.29M
3
+$1.62M
4
IVZ icon
Invesco
IVZ
+$1.59M
5
GLD icon
SPDR Gold Trust
GLD
+$1.58M

Sector Composition

1 Technology 11.87%
2 Healthcare 8.75%
3 Consumer Discretionary 7.72%
4 Financials 5.41%
5 Communication Services 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$280K 0.15%
2,323
+210
152
$276K 0.15%
2,220
-446
153
$268K 0.15%
6,623
+1
154
$262K 0.14%
5,147
-12
155
$261K 0.14%
3,548
-274
156
$258K 0.14%
1,554
-8,317
157
$255K 0.14%
4,924
+137
158
$254K 0.14%
4,569
-395
159
$252K 0.14%
8,325
-868
160
$250K 0.14%
+6,065
161
$241K 0.13%
2,792
-2,866
162
$240K 0.13%
+4,408
163
$238K 0.13%
830
-39
164
$237K 0.13%
4,362
-267
165
$236K 0.13%
4,140
+233
166
$232K 0.13%
1,006
-167
167
$230K 0.13%
761
-2
168
$229K 0.13%
1,380
-36
169
$228K 0.13%
2,655
170
$227K 0.13%
5,860
-950
171
$227K 0.13%
1,651
+67
172
$220K 0.12%
+3,201
173
$220K 0.12%
+1,419
174
$219K 0.12%
620
-32
175
$215K 0.12%
+3,421
5 6
7
8 9