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
$154M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$615K
3
+$388K
4
AMZN icon
Amazon
AMZN
+$376K
5
BUD icon
AB InBev
BUD
+$254K

Top Sells

1
+$753K
2
+$573K
3
+$482K
4
INTC icon
Intel
INTC
+$284K
5
WM icon
Waste Management
WM
+$259K

Sector Composition

1 Technology 21.79%
2 Healthcare 18.26%
3 Consumer Staples 15.84%
4 Financials 10.81%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 1.73%
112,525
+700
27
$2.54M 1.65%
31,552
-1,145
28
$2.39M 1.55%
40,025
-262
29
$2.27M 1.47%
44,601
-1,475
30
$2.21M 1.43%
84,514
-640
31
$2.13M 1.38%
26,563
+46
32
$1.77M 1.15%
14,385
-217
33
$1.72M 1.11%
33,193
-100
34
$1.66M 1.08%
32,785
-248
35
$1.49M 0.96%
30,874
+516
36
$1.38M 0.89%
13,627
+3,838
37
$1.35M 0.88%
17,036
+2,941
38
$1.33M 0.86%
14,940
+4,220
39
$1.13M 0.73%
20,854
+470
40
$1.04M 0.67%
12,995
-400
41
$990K 0.64%
7,250
-100
42
$836K 0.54%
+186,200
43
$823K 0.53%
9,805
+3,030
44
$738K 0.48%
16,939
-5,179
45
$712K 0.46%
8,687
-250
46
$688K 0.45%
12,750
-41
47
$642K 0.42%
26,100
-350
48
$615K 0.4%
+4,540
49
$580K 0.38%
12,012
+525
50
$511K 0.33%
14,776
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