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
$213M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$139K
3
+$78K
4
ABBV icon
AbbVie
ABBV
+$69.1K
5
AMZN icon
Amazon
AMZN
+$49.7K

Top Sells

1
+$639K
2
+$221K
3
+$218K
4
TAP icon
Molson Coors Class B
TAP
+$211K
5
C icon
Citigroup
C
+$206K

Sector Composition

1 Technology 24.86%
2 Healthcare 16.72%
3 Consumer Staples 10.55%
4 Financials 9.45%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 1.37%
19,658
+165
27
$2.87M 1.35%
27,427
+177
28
$2.81M 1.32%
17,118
-73
29
$2.74M 1.29%
106,311
-2,017
30
$2.48M 1.16%
29,849
-240
31
$2.38M 1.12%
34,992
+230
32
$2.34M 1.1%
27,132
+23
33
$2.25M 1.06%
19,930
+440
34
$2.15M 1.01%
22,555
-313
35
$2.12M 1%
14,754
+221
36
$2.04M 0.96%
29,489
-165
37
$1.96M 0.92%
10,438
+3
38
$1.76M 0.82%
43,487
-275
39
$1.75M 0.82%
20,054
-489
40
$1.7M 0.8%
139,740
-440
41
$1.51M 0.71%
37,586
+31
42
$1.51M 0.71%
15,928
-97
43
$1.34M 0.63%
33,403
+124
44
$1.3M 0.61%
8,757
-94
45
$1.26M 0.59%
4,698
46
$1.24M 0.58%
93,874
-976
47
$1.21M 0.57%
4,393
+1
48
$942K 0.44%
10,127
+15
49
$901K 0.42%
79,267
-1,456
50
$882K 0.41%
4,800
-200
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