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
$178M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$5.14M
3
+$3.54M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.11M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.76M

Top Sells

1
+$13.1M
2
+$6.43M
3
+$3.81M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.75M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.68M

Sector Composition

1 Industrials 24.84%
2 Technology 9.36%
3 Healthcare 8.27%
4 Communication Services 3.33%
5 Financials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.2M 22.05%
+1,046,761
2
$6.81M 3.83%
74,652
-8,172
3
$5.18M 2.92%
20,894
+12,558
4
$5.14M 2.89%
+168,779
5
$4.02M 2.27%
54,120
-4,168
6
$3.71M 2.09%
332,200
+316,730
7
$3.7M 2.08%
35,314
+12,698
8
$3.03M 1.71%
19,019
-6,814
9
$2.94M 1.65%
9,487
+2,469
10
$2.79M 1.57%
13,686
-7,543
11
$2.26M 1.27%
72,717
-2,024
12
$2.11M 1.19%
9,306
-1,658
13
$2.1M 1.18%
30,823
+17,375
14
$2.07M 1.17%
37,263
+31,536
15
$2.05M 1.15%
43,071
+19,596
16
$2.05M 1.15%
57,595
+30,075
17
$1.97M 1.11%
28,342
+14,094
18
$1.97M 1.11%
49,260
-237
19
$1.93M 1.09%
33,774
+14,363
20
$1.8M 1.01%
2,891
+2,257
21
$1.77M 1%
186,640
+144,640
22
$1.73M 0.97%
+64,232
23
$1.72M 0.97%
7,995
-625
24
$1.63M 0.92%
78,119
+49,375
25
$1.42M 0.8%
+4,879
1
2 3 4 5