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
$135M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$847K
3
+$735K
4
T icon
AT&T
T
+$230K
5
CVX icon
Chevron
CVX
+$163K

Top Sells

1
+$254K
2
+$231K
3
+$214K
4
MO icon
Altria Group
MO
+$210K
5
ICLR icon
Icon
ICLR
+$206K

Sector Composition

1 Consumer Staples 20.56%
2 Healthcare 20.24%
3 Technology 16.88%
4 Industrials 9.9%
5 Energy 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$313K 0.23%
6,286
52
$263K 0.19%
2,888
+226
53
$257K 0.19%
5,909
54
$245K 0.18%
9,232
-52
55
$244K 0.18%
3,902
-466
56
$229K 0.17%
5,050
57
$181K 0.13%
20,299
58
$139K 0.1%
1,193
-448
59
$120K 0.09%
14,724
-4,300
60
$94K 0.07%
91,489
+37,950
61
– –
-3,600
1 2
3