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
$179M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$245K
2
+$67.4K
3
+$66.3K
4
D icon
Dominion Energy
D
+$61.3K
5
ZTS icon
Zoetis
ZTS
+$54.6K

Top Sells

1
+$4.7M
2
+$3.53M
3
+$773K
4
AAPL icon
Apple
AAPL
+$477K
5
NVDA icon
NVIDIA
NVDA
+$416K

Sector Composition

1 Technology 29.94%
2 Healthcare 18.11%
3 Consumer Staples 13.05%
4 Financials 10%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$448K 0.25%
6,456
52
$371K 0.21%
1,262
53
$364K 0.2%
1,309
-35
54
$325K 0.18%
13,838
-6
55
$317K 0.18%
13,102
+850
56
$306K 0.17%
1,168
57
$296K 0.17%
2,129
-99
58
$245K 0.14%
+1,170
59
$227K 0.13%
2,183
-50
60
$223K 0.12%
1,100
61
$218K 0.12%
13,966
62
$204K 0.11%
8,000
63
$186K 0.1%
11,450
64
$100K 0.06%
3,215
65
$60K 0.03%
22,008
66
– –
-69,515
67
– –
-3,247
68
– –
-52,350
69
– –
-75,553
70
– –
-6,100
1 2
3