HKIM
Hayek Kallen Investment Management Portfolio holdings
AUM
$294M
This Quarter Return
-2.7%
1 Year Return
+17.21%
3 Year Return
+70.81%
5 Year Return
+127.61%
10 Year Return
+284.8%
AUM
$144M
AUM Growth
-$8.21M
(-5.4%)
Cap. Flow
-$3.3M
Cap. Flow
% of AUM
-2.29%
Top 10 Holdings %
Top 10 Hldgs %
41.03%
Holding
66
New
2
Increased
12
Reduced
39
Closed
1
Top Buys
| 1 |
Starbucks
SBUX
|
$284K |
| 2 |
HSBC.PRA
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
|
$206K |
| 3 |
Alibaba
BABA
|
$202K |
| 4 |
Dominion Energy
D
|
$134K |
| 5 |
Wells Fargo
WFC
|
$129K |
Top Sells
| 1 |
Abbott
ABT
|
$607K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$268K |
| 3 |
AbbVie
ABBV
|
$253K |
| 4 |
Apple
AAPL
|
$253K |
| 5 |
Microsoft
MSFT
|
$244K |
Sector Composition
| 1 | Technology | 20.5% |
| 2 | Healthcare | 18.69% |
| 3 | Consumer Staples | 16.99% |
| 4 | Financials | 10.08% |
| 5 | Industrials | 9.08% |
