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
$121M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$876K
3
+$290K
4
NSC icon
Norfolk Southern
NSC
+$232K
5
ORCL icon
Oracle
ORCL
+$128K

Top Sells

1
+$274K
2
+$256K
3
+$249K
4
JNJ icon
Johnson & Johnson
JNJ
+$239K
5
MSFT icon
Microsoft
MSFT
+$163K

Sector Composition

1 Consumer Staples 21.38%
2 Healthcare 19.35%
3 Technology 13.36%
4 Industrials 10.84%
5 Energy 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$295K 0.24%
5,621
-602
52
$279K 0.23%
4,179
-2
53
$268K 0.22%
5,400
54
$250K 0.21%
5,498
-341
55
$235K 0.19%
22,140
56
$232K 0.19%
+3,000
57
$222K 0.18%
9,000
58
$201K 0.17%
2,656
+1
59
$142K 0.12%
11,450
60
$91K 0.08%
44,509
-250
1 2
3