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
$219M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$577K
2 +$407K
3 +$308K
4
C icon
Citigroup
C
+$291K
5
RFMZ
RiverNorth Flexible Municipal Income Fund II
RFMZ
+$238K

Top Sells

1 +$7.21M
2 +$6.38M
3 +$1.76M
4
XOM icon
Exxon Mobil
XOM
+$1.06M
5
AAPL icon
Apple
AAPL
+$987K

Sector Composition

1 Technology 29.32%
2 Healthcare 17.12%
3 Consumer Staples 11.64%
4 Financials 10.74%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-16,790