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
$282M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.73M
3
+$530K
4
TSLA icon
Tesla
TSLA
+$432K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$215K

Top Sells

1
+$5.59M
2
+$1.95M
3
+$502K
4
AAPL icon
Apple
AAPL
+$382K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$192K

Sector Composition

1 Technology 31.47%
2 Healthcare 14.82%
3 Financials 11.8%
4 Consumer Staples 10.58%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$933K 0.33%
33,096
-75
52
$899K 0.32%
13,634
+18
53
$800K 0.28%
3,220
54
$769K 0.27%
33,250
-950
55
$733K 0.26%
6,430
56
$720K 0.26%
2,505
-200
57
$706K 0.25%
2,550
58
$693K 0.25%
11,994
+101
59
$676K 0.24%
3,905
60
$661K 0.23%
1,338
61
$642K 0.23%
51,216
62
$584K 0.21%
925
63
$533K 0.19%
1,277
64
$468K 0.17%
11,789
+668
65
$462K 0.16%
6,429
66
$451K 0.16%
2,181
67
$444K 0.16%
7,094
+211
68
$432K 0.15%
+1,653
69
$418K 0.15%
2,750
70
$387K 0.14%
9,047
71
$383K 0.14%
4,535
72
$364K 0.13%
3,438
73
$364K 0.13%
3,425
74
$363K 0.13%
1,096
75
$359K 0.13%
10,250
1 2
3
4