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
$144M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$224K
3
+$210K
4
PFE icon
Pfizer
PFE
+$174K
5
SBUX icon
Starbucks
SBUX
+$167K

Top Sells

1
+$266K
2
+$169K
3
+$164K
4
MCD icon
McDonald's
MCD
+$161K
5
KMI icon
Kinder Morgan
KMI
+$110K

Sector Composition

1 Healthcare 19.61%
2 Technology 19.14%
3 Consumer Staples 18.16%
4 Industrials 10.48%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$305K 0.21%
5,894
52
$300K 0.21%
3,420
+15
53
$262K 0.18%
9,917
-2,726
54
$252K 0.17%
4,922
55
$241K 0.17%
1,180
56
$240K 0.17%
7,106
57
$232K 0.16%
7,216
58
$224K 0.16%
+2,775
59
$219K 0.15%
165,989
60
$217K 0.15%
17,496
61
$210K 0.15%
+3,457
62
$209K 0.14%
2,812
63
$157K 0.11%
11,450
64
$135K 0.09%
17,796
-330
65
$49K 0.03%
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