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
$93.9M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$991K
2
+$726K
3
+$694K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$656K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$603K

Top Sells

1
+$663K
2
+$445K
3
+$441K
4
SO icon
Southern Company
SO
+$404K
5
AAPL icon
Apple
AAPL
+$388K

Sector Composition

1 Technology 11.36%
2 Healthcare 7.89%
3 Communication Services 6.55%
4 Consumer Staples 6.35%
5 Financials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.98M 4.23%
78,812
-7,684
2
$3.89M 4.14%
12,998
+3,310
3
$3.17M 3.38%
46,731
+9,663
4
$2.52M 2.69%
18,277
-4,805
5
$2.33M 2.48%
11,565
+924
6
$2.15M 2.29%
7,156
+1,619
7
$2M 2.14%
18,116
+3,624
8
$1.98M 2.11%
10,289
-247
9
$1.86M 1.98%
49,044
+1,077
10
$1.57M 1.67%
88,665
-8,988
11
$1.52M 1.62%
15,220
+7,260
12
$1.51M 1.61%
13,332
-392
13
$1.24M 1.32%
51,987
-687
14
$1.23M 1.31%
41,963
-3,223
15
$1.21M 1.29%
15,649
+952
16
$1.2M 1.28%
8,572
+815
17
$1.2M 1.27%
21,134
-1,775
18
$1.15M 1.22%
10,055
+262
19
$1.14M 1.21%
14,662
+753
20
$1.12M 1.19%
27,437
+1,486
21
$1.08M 1.15%
25,934
+14,207
22
$1.05M 1.12%
27,170
+3,270
23
$1.02M 1.09%
7,839
+167
24
$998K 1.06%
19,404
-5,498
25
$974K 1.04%
22,308
-2,225
1
2 3 4 5