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
$188M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.09M
3
+$4.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.19M

Top Sells

1
+$39.2M
2
+$7.55M
3
+$5.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.42M

Sector Composition

1 Technology 11.37%
2 Healthcare 8.48%
3 Consumer Discretionary 5.71%
4 Communication Services 3.73%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 7.28%
+443,323
2
$9.79M 5.22%
84,570
+9,918
3
$6.09M 3.24%
+191,432
4
$4.92M 2.62%
+125,029
5
$4.51M 2.4%
+13,411
6
$4.38M 2.33%
26,845
+7,826
7
$4.3M 2.29%
53,913
-207
8
$3.81M 2.03%
68,446
+31,183
9
$3.58M 1.9%
26,542
-8,772
10
$3.19M 1.7%
+38,078
11
$3.15M 1.68%
14,970
+1,284
12
$3.09M 1.65%
+19,640
13
$3.06M 1.63%
+17,292
14
$2.93M 1.56%
+95,048
15
$2.93M 1.56%
216,680
+30,040
16
$2.58M 1.38%
74,210
+1,493
17
$2.51M 1.34%
9,019
-11,875
18
$2.45M 1.31%
+83,774
19
$2.38M 1.27%
9,104
-202
20
$2.27M 1.21%
48,696
-564
21
$2.26M 1.2%
7,675
-320
22
$2.16M 1.15%
6,435
-3,052
23
$2.09M 1.11%
27,634
-708
24
$1.84M 0.98%
9,325
+7,924
25
$1.78M 0.95%
+6,432
1
2 3 4 5