HKIM

Hayek Kallen Investment Management Portfolio holdings

AUM $317K
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$634K
3
+$576K
4
AMZN icon
Amazon
AMZN
+$427K
5
BAC icon
Bank of America
BAC
+$373K

Top Sells

1
+$343K
2
+$306K
3
+$240K
4
NVO icon
Novo Nordisk
NVO
+$193K
5
ZTS icon
Zoetis
ZTS
+$181K

Sector Composition

1 Technology 31.76%
2 Financials 13.99%
3 Consumer Staples 10.95%
4 Healthcare 10.47%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 1.15%
6,134
+1,295
27
$3.38M 1.15%
112,827
+3,002
28
$3.32M 1.13%
48,159
-2,837
29
$2.94M 1%
50,064
-4,102
30
$2.87M 0.98%
9,598
-15
31
$2.74M 0.93%
29,849
-314
32
$2.58M 0.88%
106,485
-85
33
$2.57M 0.88%
19,299
+20
34
$2.54M 0.86%
43,382
+1,320
35
$2.22M 0.75%
31,974
+1,184
36
$2.03M 0.69%
70,227
+10,031
37
$1.96M 0.67%
18,146
-498
38
$1.92M 0.65%
24,250
+491
39
$1.9M 0.65%
8,573
+252
40
$1.88M 0.64%
13,093
+620
41
$1.75M 0.59%
4,766
+10
42
$1.65M 0.56%
19,371
+3,837
43
$1.64M 0.56%
16,547
-1,332
44
$1.51M 0.51%
12,163
+1,845
45
$1.42M 0.48%
15,449
+1,981
46
$1.26M 0.43%
27,951
+1,244
47
$1.23M 0.42%
10,462
+413
48
$1.17M 0.4%
11,835
-979
49
$997K 0.34%
1,775
+462
50
$990K 0.34%
37,110
-3,440
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