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
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.87M
3
+$5.38M
4
PM icon
Philip Morris
PM
+$4.75M
5
NVS icon
Novartis
NVS
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 22.53%
2 Healthcare 19.8%
3 Technology 12.28%
4 Energy 9.7%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$292K 0.25%
+5,400
52
$282K 0.24%
+4,181
53
$259K 0.22%
+5,839
54
$224K 0.19%
+9,000
55
$204K 0.17%
+2,655
56
$177K 0.15%
+22,140
57
$137K 0.12%
+11,450
58
$84K 0.07%
+44,759
1 2
3