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
$114M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.66M
3
+$782K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$763K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$718K

Top Sells

1
+$539K
2
+$490K
3
+$464K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$417K
5
NFLX icon
Netflix
NFLX
+$313K

Sector Composition

1 Technology 10.79%
2 Industrials 8.02%
3 Healthcare 7.54%
4 Consumer Staples 5.38%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.63M 4.08%
82,728
+3,916
2
$4.48M 3.94%
15,095
+2,097
3
$2.67M 2.35%
39,817
-6,914
4
$2.51M 2.21%
8,396
+1,240
5
$2.5M 2.2%
18,003
-274
6
$2.32M 2.04%
58,608
+9,564
7
$2.15M 1.89%
41,038
+32,611
8
$1.98M 1.74%
10,474
+185
9
$1.94M 1.71%
5,103
+4,351
10
$1.81M 1.59%
10,167
-1,398
11
$1.68M 1.48%
11,743
+3,904
12
$1.64M 1.44%
18,880
+3,660
13
$1.56M 1.37%
13,789
-4,327
14
$1.56M 1.37%
13,265
-67
15
$1.47M 1.29%
37,945
+10,775
16
$1.42M 1.25%
10,995
+2,423
17
$1.41M 1.24%
76,755
-11,910
18
$1.35M 1.19%
5,841
+1,630
19
$1.35M 1.19%
46,100
+4,137
20
$1.25M 1.1%
25,480
+6,076
21
$1.25M 1.1%
15,542
+880
22
$1.2M 1.05%
29,163
+3,229
23
$1.18M 1.04%
9,295
+4,433
24
$1.17M 1.03%
16,616
+967
25
$1.16M 1.02%
53,275
+1,288
1
2 3 4 5