HR
Hayden Royal Portfolio holdings
AUM
$42.7M
This Quarter Return
+1.18%
1 Year Return
+33.85%
3 Year Return
+99.82%
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(+21%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
17.74%
Top 10 Holdings %
Top 10 Hldgs %
23.77%
Holding
189
New
31
Increased
84
Reduced
41
Closed
23
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.71M |
| 2 |
Boeing
BA
|
$1.66M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$782K |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$763K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$718K |
Top Sells
Sector Composition
| 1 | Technology | 10.79% |
| 2 | Industrials | 8.02% |
| 3 | Healthcare | 7.54% |
| 4 | Consumer Staples | 5.38% |
| 5 | Communication Services | 5.36% |
