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
$230M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$193K
3
+$176K
4
AMZN icon
Amazon
AMZN
+$62.7K
5
CVX icon
Chevron
CVX
+$43.7K

Top Sells

1
+$2.44M
2
+$646K
3
+$261K
4
T icon
AT&T
T
+$259K
5
META icon
Meta Platforms (Facebook)
META
+$249K

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%
2,020
77
$221K 0.1%
1,305
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
– –
-5,789
86
– –
-1,122
87
– –
-3,419
88
– –
-4,000
89
– –
-1,933
90
– –
-1,118
91
– –
-4,985
1 2 3
4