HKIM
Hayek Kallen Investment Management Portfolio holdings
AUM
$294M
This Quarter Return
+10.07%
1 Year Return
+17.21%
3 Year Return
+70.81%
5 Year Return
+127.61%
10 Year Return
+284.8%
AUM
$240M
AUM Growth
+$240M
(+7.3%)
Cap. Flow
-$4.23M
Cap. Flow
% of AUM
-1.77%
Top 10 Holdings %
Top 10 Hldgs %
46.58%
Holding
91
New
4
Increased
15
Reduced
50
Closed
4
Top Buys
| 1 |
AMRN
Amarin Corp
AMRN
|
$343K |
| 2 |
Wells Fargo
WFC
|
$239K |
| 3 |
Acuity Brands
AYI
|
$214K |
| 4 |
Starbucks
SBUX
|
$213K |
| 5 |
McKesson
MCK
|
$211K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.65M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$655K |
| 3 |
Novo Nordisk
NVO
|
$493K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$345K |
| 5 |
Apple
AAPL
|
$293K |
Sector Composition
| 1 | Technology | 32.07% |
| 2 | Healthcare | 16.23% |
| 3 | Financials | 11.48% |
| 4 | Consumer Staples | 9.73% |
| 5 | Industrials | 8.71% |
