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
$160M
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$691K
2
+$544K
3
+$528K
4
DUK icon
Duke Energy
DUK
+$203K
5
NVDA icon
NVIDIA
NVDA
+$187K

Top Sells

1
+$480K
2
+$320K
3
+$302K
4
TMO icon
Thermo Fisher Scientific
TMO
+$217K
5
META icon
Meta Platforms (Facebook)
META
+$203K

Sector Composition

1 Technology 22.95%
2 Healthcare 17.22%
3 Consumer Staples 15.42%
4 Financials 11.17%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$586K 0.37%
11,611
-362
52
$544K 0.34%
+33,500
53
$528K 0.33%
+1,743
54
$500K 0.31%
5,615
+65
55
$420K 0.26%
7,216
56
$279K 0.17%
3,247
57
$252K 0.16%
2,025
-98
58
$248K 0.15%
7,246
-8,824
59
$239K 0.15%
2,200
60
$227K 0.14%
1,200
61
$210K 0.13%
8,000
62
$192K 0.12%
4,317
-1,342
63
$181K 0.11%
11,450
64
$157K 0.1%
17,496
65
$118K 0.07%
22,608
66
$111K 0.07%
264,442
+19,000
67
– –
-7,742
68
– –
-1,050
69
– –
-16,250
1 2
3