HKIM

Hayek Kallen Investment Management Portfolio holdings

AUM $317K
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.06M
3
+$264K
4
PFE icon
Pfizer
PFE
+$241K
5
T icon
AT&T
T
+$214K

Top Sells

1
+$552K
2
+$458K
3
+$334K
4
COP icon
ConocoPhillips
COP
+$325K
5
WDR
Waddell & Reed Financial, Inc.
WDR
+$311K

Sector Composition

1 Healthcare 22.35%
2 Consumer Staples 19.45%
3 Technology 16.81%
4 Industrials 10.04%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37K 0.03%
1,133
-47
52
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-1,200
53
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-5,225
54
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-7,794
55
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-5,962
56
– –
-3,875
57
– –
-5,909
58
– –
-6,096
59
– –
-3,000
60
– –
-2,489
61
– –
-6,286
1 2
3