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
$222M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$551K
2 +$435K
3 +$294K
4
T icon
AT&T
T
+$252K
5
VTRS icon
Viatris
VTRS
+$230K

Sector Composition

1 Technology 26.41%
2 Healthcare 15.53%
3 Consumer Staples 11.89%
4 Financials 9.96%
5 Communication Services 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-19,307