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
$213M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$139K
3
+$78K
4
ABBV icon
AbbVie
ABBV
+$69.1K
5
AMZN icon
Amazon
AMZN
+$49.7K

Top Sells

1
+$639K
2
+$221K
3
+$218K
4
TAP icon
Molson Coors Class B
TAP
+$211K
5
C icon
Citigroup
C
+$206K

Sector Composition

1 Technology 24.86%
2 Healthcare 16.72%
3 Consumer Staples 10.55%
4 Financials 9.45%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K 0.1%
1,305
77
$200K 0.09%
+4,985
78
$168K 0.08%
13,234
79
$167K 0.08%
11,450
80
$127K 0.06%
17,500
81
$56K 0.03%
12,647
-2,896
82
– –
-4,478
83
– –
-2,020
84
– –
-1,612
85
– –
-3,874
1 2 3
4