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
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$7.92M
3
+$7.29M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.78M
5
AMZN icon
Amazon
AMZN
+$6.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.12%
2 Healthcare 13.66%
3 Technology 13.36%
4 Consumer Discretionary 9.06%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.97M 4.58%
+227,564
2
$7.92M 4.04%
+77,945
3
$7.29M 3.72%
+35,707
4
$6.78M 3.46%
+52,550
5
$6.39M 3.26%
+85,080
6
$5.82M 2.97%
+44,104
7
$5.58M 2.85%
+22,407
8
$4.37M 2.23%
+44,781
9
$4.18M 2.13%
+80,720
10
$3.89M 1.99%
+89,730
11
$3.8M 1.94%
+22,100
12
$3.68M 1.88%
+11,398
13
$3.67M 1.87%
+33,980
14
$3.44M 1.76%
+13,128
15
$3.25M 1.66%
+20,772
16
$2.68M 1.37%
+17,470
17
$2.47M 1.26%
+17,998
18
$2.41M 1.23%
+20,840
19
$2.4M 1.22%
+26,057
20
$2.35M 1.2%
+9,391
21
$2.26M 1.15%
+11,101
22
$2.2M 1.12%
+50,022
23
$2.14M 1.09%
+19,700
24
$2.12M 1.08%
+68,241
25
$2.1M 1.07%
+37,376
1
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