HKIM

Hayek Kallen Investment Management Portfolio holdings

AUM $294M
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$205K
2
+$114K
3
+$36.4K
4
UNP icon
Union Pacific
UNP
+$28.5K
5
WMT icon
Walmart
WMT
+$19.9K

Top Sells

1
+$413K
2
+$413K
3
+$379K
4
QCOM icon
Qualcomm
QCOM
+$288K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$284K

Sector Composition

1 Healthcare 23.27%
2 Consumer Staples 19.12%
3 Technology 17.17%
4 Industrials 10.89%
5 Financials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 1.93%
42,481
+251
27
$2.49M 1.9%
68,065
+158
28
$2.41M 1.85%
30,875
+365
29
$2.32M 1.77%
31,930
-351
30
$1.88M 1.44%
40,169
-298
31
$1.77M 1.35%
29,411
-275
32
$1.53M 1.17%
21,885
-1,539
33
$1.44M 1.1%
28,739
-5,756
34
$1.34M 1.02%
29,748
+75
35
$1.18M 0.9%
13,086
-1,146
36
$1.06M 0.81%
32,788
-7,623
37
$1.05M 0.8%
15,719
-272
38
$1.03M 0.79%
13,341
+1
39
$944K 0.72%
9,653
-48
40
$804K 0.62%
16,576
41
$552K 0.42%
9,660
-80
42
$464K 0.36%
6,863
-942
43
$460K 0.35%
30,813
-27,692
44
$425K 0.33%
8,440
+2,254
45
$381K 0.29%
5,339
-171
46
$341K 0.26%
17,197
-5,468
47
$332K 0.25%
5,909
48
$299K 0.23%
3,850
-25
49
$278K 0.21%
1,190
-10
50
$246K 0.19%
19,566
-7,734
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