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
176
$213K 0.12%
3,170
-231
177
$213K 0.12%
+734
178
$213K 0.12%
+860
179
$212K 0.12%
1,842
-11
180
$211K 0.12%
6,373
-27
181
$209K 0.12%
5,103
-87
182
$207K 0.11%
+8,596
183
$207K 0.11%
23,458
184
$206K 0.11%
1,824
-320
185
$206K 0.11%
1,534
-651
186
$206K 0.11%
1,023
+31
187
$205K 0.11%
1,646
-502
188
$204K 0.11%
13,757
+834
189
$203K 0.11%
+3,358
190
$202K 0.11%
1,048
-118
191
$201K 0.11%
2,838
-4
192
$201K 0.11%
+3,170
193
$200K 0.11%
+7,585
194
$182K 0.1%
34,209
-1,525
195
$174K 0.1%
16,252
+2,142
196
$162K 0.09%
11,851
+1,312
197
$161K 0.09%
+16,500
198
$137K 0.08%
15,105
+104
199
$131K 0.07%
+12,218
200
$130K 0.07%
14,034
6 7
8
9 10