HKIM
Hayek Kallen Investment Management Portfolio holdings
AUM
$294M
This Quarter Return
+9.94%
1 Year Return
+17.21%
3 Year Return
+70.81%
5 Year Return
+127.61%
10 Year Return
+284.8%
AUM
$173M
AUM Growth
+$173M
(+8.2%)
Cap. Flow
-$973K
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
42.37%
Holding
68
New
2
Increased
19
Reduced
36
Closed
3
Top Buys
| 1 |
Caterpillar
CAT
|
$679K |
| 2 |
AMRN
Amarin Corp
AMRN
|
$643K |
| 3 |
JPMorgan Chase
JPM
|
$345K |
| 4 |
Merck
MRK
|
$299K |
| 5 |
Meta Platforms (Facebook)
META
|
$216K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$902K |
| 2 |
CHL
China Mobile Limited
CHL
|
$601K |
| 3 |
Thermo Fisher Scientific
TMO
|
$385K |
| 4 |
Schlumberger
SLB
|
$248K |
| 5 |
Apple
AAPL
|
$233K |
Sector Composition
| 1 | Technology | 24.59% |
| 2 | Healthcare | 18.13% |
| 3 | Consumer Staples | 14.69% |
| 4 | Financials | 11.35% |
| 5 | Industrials | 8.9% |
