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
$175M
AUM Growth
-$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.5M
3
+$4.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.6M
5
GLD icon
SPDR Gold Trust
GLD
+$3.85M

Top Sells

1
+$6.88M
2
+$6.2M
3
+$1.89M
4
GAP
The Gap Inc
GAP
+$1.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.23M

Sector Composition

1 Technology 10.98%
2 Healthcare 9.54%
3 Consumer Discretionary 8.3%
4 Financials 6.47%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$91K 0.05%
86
+4
202
$82K 0.05%
15,477
+11
203
$73K 0.04%
+1,600
204
$57K 0.03%
+10,700
205
$56K 0.03%
11,400
206
$31K 0.02%
469
+98
207
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-22,340
208
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-3,544
209
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-191,323
210
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-2,061
211
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212
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-17,305
213
– –
-7,481
214
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-15,249
215
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-8,013
216
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-7,280
217
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-3,084
218
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219
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220
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-3,960
221
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-1,000
222
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223
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225
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-17,200
6 7 8
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