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
$175M
AUM Growth
-$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.5M
3
+$4.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.6M
5
GLD icon
SPDR Gold Trust
GLD
+$3.85M

Top Sells

1
+$6.88M
2
+$6.2M
3
+$1.89M
4
GAP
The Gap Inc
GAP
+$1.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.23M

Sector Composition

1 Technology 10.98%
2 Healthcare 9.54%
3 Consumer Discretionary 8.3%
4 Financials 6.47%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 6.85%
+403,233
2
$8.41M 4.81%
68,835
-2,885
3
$5.5M 3.15%
+118,025
4
$4.71M 2.7%
+148,673
5
$4.6M 2.63%
+11,563
6
$4.31M 2.47%
58,139
+283
7
$3.85M 2.2%
+24,037
8
$3.76M 2.15%
+75,196
9
$3.66M 2.09%
35,879
+31,833
10
$3.6M 2.06%
109,256
+9,143
11
$3.37M 1.93%
14,303
-279
12
$2.77M 1.59%
+109,742
13
$2.76M 1.58%
+90,476
14
$2.75M 1.58%
+77,822
15
$2.61M 1.5%
+63,425
16
$2.56M 1.47%
8,699
-41
17
$2.46M 1.41%
+67,764
18
$2.31M 1.32%
+50,793
19
$2.29M 1.31%
+4,636
20
$2.05M 1.17%
+9,031
21
$2.01M 1.15%
21,920
-595
22
$1.93M 1.1%
8,722
+6,890
23
$1.8M 1.03%
55,353
-3,289
24
$1.68M 0.96%
10,860
+1,300
25
$1.59M 0.91%
46,694
+28,852
1
2 3 4 5