HR
Hayden Royal Portfolio holdings
AUM
$42.7M
1-Year Return
33.85%
This Quarter Return
-11.7%
1 Year Return
+33.85%
3 Year Return
+99.82%
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
-$27.5M
(-14%)
Cap. Flow
+$2.49M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
29.89%
Holding
253
New
36
Increased
127
Reduced
52
Closed
28
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.77M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.34M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.68M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$893K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$770K |
Top Sells
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$5.08M |
| 2 |
Merck
MRK
|
$2.82M |
| 3 |
ProShares UltraShort S&P500
SDS
|
$1.37M |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$1.33M |
| 5 |
Pfizer
PFE
|
$1.26M |
Sector Composition
| 1 | Healthcare | 8.71% |
| 2 | Technology | 7.76% |
| 3 | Consumer Staples | 4.98% |
| 4 | Communication Services | 4.1% |
| 5 | Financials | 3.98% |
