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
$131M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$205K
2
+$114K
3
+$36.4K
4
UNP icon
Union Pacific
UNP
+$28.5K
5
WMT icon
Walmart
WMT
+$19.9K

Top Sells

1
+$413K
2
+$413K
3
+$379K
4
QCOM icon
Qualcomm
QCOM
+$288K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$284K

Sector Composition

1 Healthcare 23.27%
2 Consumer Staples 19.12%
3 Technology 17.17%
4 Industrials 10.89%
5 Financials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$220K 0.17%
3,325
+18
52
$216K 0.17%
6,350
53
$205K 0.16%
+2,660
54
$147K 0.11%
11,450
55
$130K 0.1%
18,520
56
$79K 0.06%
1
57
$56K 0.04%
165,989
+28,000
58
– –
-4,699
59
– –
-3,000
60
– –
-5,894
61
– –
-5,786
62
– –
-1,022
1 2
3