HKIM
Hayek Kallen Investment Management Portfolio holdings
AUM
$294M
1-Year Return
17.21%
This Quarter Return
+9.89%
1 Year Return
+17.21%
3 Year Return
+70.81%
5 Year Return
+127.61%
10 Year Return
+284.8%
AUM
$261M
AUM Growth
+$21.4M
(+9%)
Cap. Flow
+$1.87M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
46.06%
Holding
93
New
6
Increased
35
Reduced
29
Closed
–
Top Buys
| 1 |
BP
BP
|
$2.15M |
| 2 |
Sherwin-Williams
SHW
|
$305K |
| 3 |
Verizon
VZ
|
$292K |
| 4 |
PepsiCo
PEP
|
$286K |
| 5 |
Meta Platforms (Facebook)
META
|
$267K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.31M |
| 2 |
Microsoft
MSFT
|
$485K |
| 3 |
Dominion Energy
D
|
$289K |
| 4 |
Novo Nordisk
NVO
|
$239K |
| 5 |
Schwab US TIPS ETF
SCHP
|
$214K |
Sector Composition
| 1 | Technology | 30.5% |
| 2 | Healthcare | 16.08% |
| 3 | Financials | 12.17% |
| 4 | Consumer Staples | 9.86% |
| 5 | Industrials | 9% |
