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
$230M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$193K
3
+$176K
4
AMZN icon
Amazon
AMZN
+$62.7K
5
CVX icon
Chevron
CVX
+$43.7K

Top Sells

1
+$2.44M
2
+$646K
3
+$261K
4
T icon
AT&T
T
+$259K
5
META icon
Meta Platforms (Facebook)
META
+$249K

Sector Composition

1 Technology 25.09%
2 Healthcare 17.21%
3 Consumer Staples 10.31%
4 Financials 9.28%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 1.4%
13,041
-302
27
$3.07M 1.34%
17,191
-1,210
28
$3.07M 1.34%
27,250
-20
29
$2.97M 1.29%
30,089
-350
30
$2.75M 1.2%
19,493
-142
31
$2.48M 1.08%
34,762
+417
32
$2.47M 1.08%
27,109
-343
33
$2.37M 1.03%
29,654
-1,074
34
$2.13M 0.93%
140,180
-850
35
$2.12M 0.92%
22,868
-144
36
$2.1M 0.92%
14,533
+302
37
$2.07M 0.9%
19,490
+590
38
$1.83M 0.8%
43,762
-750
39
$1.82M 0.79%
10,435
+3
40
$1.76M 0.77%
20,543
-111
41
$1.73M 0.75%
37,555
-1,091
42
$1.63M 0.71%
16,025
+240
43
$1.52M 0.66%
8,851
+20
44
$1.42M 0.62%
33,279
+81
45
$1.38M 0.6%
94,850
-3,250
46
$1.32M 0.57%
4,698
47
$1.21M 0.52%
4,392
48
$1.08M 0.47%
10,112
+17
49
$1.08M 0.47%
5,000
-100
50
$1.01M 0.44%
80,723
+41
1
2
3 4