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
$188M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.09M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.19M

Top Sells

1
+$39.2M
2
+$7.55M
3
+$5.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.42M

Sector Composition

1 Technology 11.37%
2 Healthcare 8.48%
3 Consumer Discretionary 5.71%
4 Communication Services 3.73%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$225K 0.12%
+685
177
$225K 0.12%
+1,682
178
$223K 0.12%
+1,372
179
$213K 0.11%
4,956
-677
180
$212K 0.11%
+3,880
181
$207K 0.11%
+2,039
182
$207K 0.11%
+5,897
183
$207K 0.11%
+2,404
184
$204K 0.11%
+10,475
185
$203K 0.11%
+3,464
186
$201K 0.11%
+1,036
187
$201K 0.11%
+1,353
188
$200K 0.11%
3,155
-18,777
189
$180K 0.1%
23,458
190
$141K 0.08%
+750
191
$127K 0.07%
95
192
$114K 0.06%
19,675
-458
193
$113K 0.06%
3,660
+169
194
$112K 0.06%
+13,420
195
$109K 0.06%
20,191
-460
196
$106K 0.06%
+12,100
197
$96K 0.05%
+24,698
198
$96K 0.05%
+11,863
199
$94K 0.05%
+14,200
200
$94K 0.05%
+15,762
6 7
8
9 10