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HKIM

Hayek Kallen Investment Management Portfolio holdings

AUM $307M
1-Year Est. Return 18.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$1.86M
3
+$687K
4
VZ icon
Verizon
VZ
+$433K
5
CRMD icon
CorMedix
CRMD
+$356K

Top Sells

1
+$2.69M
2
+$1.18M
3
+$650K
4
ORCL icon
Oracle
ORCL
+$634K
5
NVDA icon
NVIDIA
NVDA
+$579K

Sector Composition

1 Technology 32.68%
2 Financials 13.68%
3 Healthcare 10.13%
4 Consumer Staples 9.9%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 1.15%
6,077
-57
27
$3.52M 1.11%
11,578
-242
28
$2.91M 0.92%
20,676
+1,377
29
$2.89M 0.91%
49,050
+44,860
30
$2.87M 0.91%
43,513
+131
31
$2.75M 0.87%
28,964
-885
32
$2.68M 0.85%
105,093
-1,392
33
$2.32M 0.73%
5,069
+3,770
34
$2.18M 0.69%
31,811
-163
35
$2.13M 0.67%
8,641
-957
36
$2.13M 0.67%
13,701
+608
37
$2.12M 0.67%
8,426
-147
38
$2.05M 0.65%
18,172
+26
39
$2.03M 0.64%
24,139
-111
40
$2.02M 0.64%
71,492
+1,265
41
$1.97M 0.62%
19,396
+25
42
$1.93M 0.61%
4,756
-10
43
$1.65M 0.52%
16,472
-75
44
$1.55M 0.49%
28,008
-20,151
45
$1.48M 0.47%
30,553
+2,602
46
$1.38M 0.43%
12,032
-131
47
$1.3M 0.41%
10,476
+14
48
$1.29M 0.41%
15,224
-225
49
$1.02M 0.32%
19,717
+216
50
$1.01M 0.32%
1,775
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2
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