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HR

Hayden Royal Portfolio holdings

AUM $42.7M
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.7M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.14M
3
+$1.07M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.01M
5
AL
Air Lease Corp
AL
+$789K

Top Sells

1
+$6.8M
2
+$6.42M
3
+$6.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$6M
5
MSFT icon
Microsoft
MSFT
+$5.99M

Sector Composition

1 Technology 12.44%
2 Healthcare 8.81%
3 Communication Services 6.19%
4 Consumer Staples 6.06%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
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