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
$114M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.66M
3
+$782K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$763K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$718K

Top Sells

1
+$539K
2
+$490K
3
+$464K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$417K
5
NFLX icon
Netflix
NFLX
+$313K

Sector Composition

1 Technology 10.79%
2 Industrials 8.02%
3 Healthcare 7.54%
4 Consumer Staples 5.38%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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189
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4 5 6 7
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