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
$76.7M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.19M
3
+$1.09M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$774K

Top Sells

1
+$6.87M
2
+$6.76M
3
+$6.7M
4
V icon
Visa
V
+$6.53M
5
MSFT icon
Microsoft
MSFT
+$6.47M

Sector Composition

1 Technology 12.44%
2 Healthcare 8.81%
3 Communication Services 6.19%
4 Consumer Staples 6.06%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.11M 5.35%
86,496
-141,068
2
$2.75M 3.58%
9,688
+297
3
$2.72M 3.55%
23,082
-54,863
4
$2.39M 3.11%
37,068
+12,021
5
$1.9M 2.47%
10,536
-832
6
$1.77M 2.31%
10,641
-4,190
7
$1.7M 2.22%
+97,653
8
$1.58M 2.06%
14,492
+9,956
9
$1.58M 2.05%
5,537
+4,187
10
$1.57M 2.04%
47,967
-20,274
11
$1.39M 1.81%
13,724
-31,057
12
$1.3M 1.7%
52,674
+14,072
13
$1.29M 1.68%
24,902
+9,428
14
$1.25M 1.63%
45,186
+4,613
15
$1.24M 1.61%
22,909
-66,821
16
$1.19M 1.55%
14,697
-9,604
17
$1.11M 1.45%
13,909
-3,701
18
$1.08M 1.41%
7,757
-44,793
19
$1.06M 1.38%
+24,533
20
$1.05M 1.36%
25,951
-7,927
21
$1.02M 1.33%
9,793
-16,264
22
$996K 1.3%
8,087
-11,613
23
$970K 1.26%
7,672
+64
24
$916K 1.19%
5,023
-12,975
25
$914K 1.19%
15,704
-117
1
2 3 4 5