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
$132M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$393K
2
+$373K
3
+$286K
4
QCOM icon
Qualcomm
QCOM
+$226K
5
TGB
Taseko Mines
TGB
+$121K

Top Sells

1
+$125K
2
+$124K
3
+$114K
4
TMO icon
Thermo Fisher Scientific
TMO
+$105K
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$76.8K

Sector Composition

1 Consumer Staples 21.08%
2 Healthcare 20.63%
3 Technology 15.8%
4 Industrials 11.13%
5 Energy 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$330K 0.25%
5,969
+44
52
$327K 0.25%
4,405
+247
53
$309K 0.23%
3,000
54
$294K 0.22%
5,150
-250
55
$246K 0.19%
20,299
-526
56
$238K 0.18%
9,284
57
$227K 0.17%
5,909
58
$209K 0.16%
2,660
+1
59
$121K 0.09%
+48,509
1 2
3