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
$213M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$139K
3
+$78K
4
ABBV icon
AbbVie
ABBV
+$69.1K
5
AMZN icon
Amazon
AMZN
+$49.7K

Top Sells

1
+$639K
2
+$221K
3
+$218K
4
TAP icon
Molson Coors Class B
TAP
+$211K
5
C icon
Citigroup
C
+$206K

Sector Composition

1 Technology 24.86%
2 Healthcare 16.72%
3 Consumer Staples 10.55%
4 Financials 9.45%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$778K 0.37%
8,245
+400
52
$697K 0.33%
14,016
-31
53
$675K 0.32%
3,220
54
$671K 0.32%
6,930
+350
55
$637K 0.3%
61,968
56
$623K 0.29%
2,595
57
$617K 0.29%
40,212
+627
58
$577K 0.27%
2,550
59
$564K 0.26%
6,688
-200
60
$540K 0.25%
52,771
+21
61
$506K 0.24%
4,009
+102
62
$491K 0.23%
10,200
63
$443K 0.21%
1,327
64
$413K 0.19%
5,271
-116
65
$394K 0.19%
9,047
66
$390K 0.18%
17,631
+195
67
$383K 0.18%
3,838
-500
68
$377K 0.18%
2,256
69
$352K 0.17%
2,909
70
$311K 0.15%
14,261
71
$311K 0.15%
3,025
+100
72
$251K 0.12%
12,866
73
$248K 0.12%
6,429
74
$245K 0.12%
4,472
75
$224K 0.11%
925
1 2
3
4