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
$173M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$679K
2
+$642K
3
+$345K
4
MRK icon
Merck
MRK
+$299K
5
META icon
Meta Platforms (Facebook)
META
+$216K

Top Sells

1
+$902K
2
+$601K
3
+$385K
4
SLB icon
SLB Ltd
SLB
+$248K
5
AAPL icon
Apple
AAPL
+$233K

Sector Composition

1 Technology 24.59%
2 Healthcare 18.13%
3 Consumer Staples 14.69%
4 Financials 11.35%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 1.62%
14,225
-122
27
$2.64M 1.53%
29,856
-169
28
$2.62M 1.51%
18,760
+2,472
29
$2.4M 1.39%
83,094
-120
30
$2.33M 1.35%
46,714
-394
31
$2.2M 1.27%
34,530
-168
32
$2.18M 1.26%
40,435
-227
33
$2.16M 1.25%
367,320
+14,000
34
$2M 1.15%
13,530
+4,600
35
$1.93M 1.11%
22,249
+3,447
36
$1.88M 1.09%
31,712
+927
37
$1.87M 1.08%
15,501
+308
38
$1.66M 0.96%
22,278
+789
39
$1.64M 0.94%
32,191
-348
40
$1.52M 0.88%
16,420
+1,080
41
$1.39M 0.8%
3,241
+1,498
42
$1.21M 0.7%
28,542
-14,221
43
$1.16M 0.67%
24,226
+3,025
44
$1.15M 0.66%
6,655
-445
45
$1.08M 0.62%
12,450
-375
46
$895K 0.52%
10,910
+525
47
$776K 0.45%
26,775
48
$738K 0.43%
7,009
-28
49
$620K 0.36%
11,523
-88
50
$559K 0.32%
6,126
+11
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