HKIM

Hayek Kallen Investment Management Portfolio holdings

AUM $317K
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$212K
3
+$185K
4
AMZN icon
Amazon
AMZN
+$73.8K
5
CVX icon
Chevron
CVX
+$49.9K

Top Sells

1
+$2.46M
2
+$653K
3
+$264K
4
LNC icon
Lincoln National
LNC
+$261K
5
CAT icon
Caterpillar
CAT
+$255K

Sector Composition

1 Technology 25.09%
2 Healthcare 17.21%
3 Consumer Staples 10.31%
4 Financials 9.28%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.1%
1,305
77
$221K 0.1%
2,020
78
$218K 0.09%
+1,612
79
$211K 0.09%
3,874
-1,011
80
$206K 0.09%
4,478
-293
81
$203K 0.09%
13,234
82
$176K 0.08%
11,450
83
$139K 0.06%
17,500
84
$70K 0.03%
15,543
85
– –
-4,985
86
– –
-1,118
87
– –
-1,933
88
– –
-4,000
89
– –
-3,419
90
– –
-5,789
91
– –
-1,122
1 2 3
4