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
$173M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$679K
2
+$642K
3
+$345K
4
MRK icon
Merck
MRK
+$299K
5
META icon
Meta Platforms (Facebook)
META
+$216K

Top Sells

1
+$902K
2
+$601K
3
+$385K
4
SLB icon
SLB Ltd
SLB
+$248K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$553K 0.32%
5,550
-65
52
$548K 0.32%
33,500
53
$505K 0.29%
13,966
-810
54
$432K 0.25%
7,136
-80
55
$318K 0.18%
3,247
56
$267K 0.15%
2,350
+150
57
$255K 0.15%
1,200
58
$253K 0.15%
2,026
+1
59
$217K 0.13%
3,893
-424
60
$216K 0.12%
+1,050
61
$215K 0.12%
8,000
62
$212K 0.12%
+1,000
63
$203K 0.12%
17,496
64
$181K 0.1%
11,450
65
$126K 0.07%
22,608
66
– –
-7,246
67
– –
-264,442
68
– –
-14,797
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