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
$156M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$364K
2
+$214K
3
+$134K
4
CSCO icon
Cisco
CSCO
+$47.6K
5
SBUX icon
Starbucks
SBUX
+$46.4K

Top Sells

1
+$492K
2
+$241K
3
+$216K
4
AMZN icon
Amazon
AMZN
+$206K
5
MSFT icon
Microsoft
MSFT
+$197K

Sector Composition

1 Technology 21.6%
2 Healthcare 18.48%
3 Consumer Staples 15.88%
4 Financials 10.93%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$519K 0.33%
5,894
52
$340K 0.22%
4,922
53
$318K 0.2%
3,976
+21
54
$302K 0.19%
7,216
55
$279K 0.18%
1,500
56
$227K 0.15%
2,812
57
$222K 0.14%
1,350
58
$216K 0.14%
2,200
-400
59
$214K 0.14%
+1,300
60
$211K 0.14%
2,955
61
$207K 0.13%
3,457
62
$205K 0.13%
8,000
63
$191K 0.12%
11,450
64
$190K 0.12%
17,496
65
$144K 0.09%
22,908
-500
66
$144K 0.09%
180,339
67
– –
-20,000
68
– –
-6,378
1 2
3