HKIM
Hayek Kallen Investment Management Portfolio holdings
AUM
$294M
This Quarter Return
+4.27%
1 Year Return
+17.21%
3 Year Return
+70.81%
5 Year Return
+127.61%
10 Year Return
+284.8%
AUM
$268M
AUM Growth
+$7.27M
(+2.8%)
Cap. Flow
+$96.2K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
49.43%
Holding
95
New
2
Increased
33
Reduced
35
Closed
3
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$882K |
| 2 |
BP
BP
|
$516K |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$215K |
| 4 |
Johnson & Johnson
JNJ
|
$147K |
| 5 |
Starbucks
SBUX
|
$130K |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$324K |
| 2 |
Sherwin-Williams
SHW
|
$305K |
| 3 |
Microsoft
MSFT
|
$216K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$203K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$202K |
Sector Composition
| 1 | Technology | 32.53% |
| 2 | Healthcare | 15.35% |
| 3 | Financials | 11.44% |
| 4 | Consumer Staples | 9.89% |
| 5 | Industrials | 8.29% |
