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
$154M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$615K
3
+$388K
4
AMZN icon
Amazon
AMZN
+$376K
5
BUD icon
AB InBev
BUD
+$254K

Top Sells

1
+$753K
2
+$573K
3
+$482K
4
INTC icon
Intel
INTC
+$284K
5
WM icon
Waste Management
WM
+$259K

Sector Composition

1 Technology 21.79%
2 Healthcare 18.26%
3 Consumer Staples 15.84%
4 Financials 10.81%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$482K 0.31%
5,894
52
$455K 0.3%
3,815
-775
53
$349K 0.23%
7,216
54
$346K 0.22%
3,849
-146
55
$337K 0.22%
6,764
-4,556
56
$315K 0.2%
4,922
57
$269K 0.17%
1,500
58
$237K 0.15%
+1,300
59
$225K 0.15%
+1,350
60
$215K 0.14%
+2,068
61
$209K 0.14%
3,457
62
$206K 0.13%
8,000
63
$200K 0.13%
2,200
64
$175K 0.11%
17,496
65
$165K 0.11%
11,450
66
$139K 0.09%
235,442
+58,500
67
$131K 0.08%
22,908
68
$23K 0.01%
14,250
69
– –
-12,656
70
– –
-2,955
1 2
3