HKIM
Hayek Kallen Investment Management Portfolio holdings
AUM
$294M
1-Year Return
17.21%
This Quarter Return
-11.01%
1 Year Return
+17.21%
3 Year Return
+70.81%
5 Year Return
+127.61%
10 Year Return
+284.8%
AUM
$230M
AUM Growth
-$40.4M
(-15%)
Cap. Flow
-$7.13M
Cap. Flow
% of AUM
-3.11%
Top 10 Holdings %
Top 10 Hldgs %
43.13%
Holding
92
New
1
Increased
13
Reduced
50
Closed
7
Top Buys
| 1 |
Kimberly-Clark
KMB
|
$218K |
| 2 |
IBM
IBM
|
$193K |
| 3 |
AMRN
Amarin Corp
AMRN
|
$176K |
| 4 |
Amazon
AMZN
|
$62.7K |
| 5 |
Chevron
CVX
|
$43.7K |
Top Sells
| 1 |
Starbucks
SBUX
|
$2.44M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$646K |
| 3 |
Lincoln National
LNC
|
$261K |
| 4 |
AT&T
T
|
$259K |
| 5 |
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% |
