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
$282M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.73M
3
+$530K
4
TSLA icon
Tesla
TSLA
+$432K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$215K

Top Sells

1
+$5.59M
2
+$1.95M
3
+$502K
4
AAPL icon
Apple
AAPL
+$382K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$192K

Sector Composition

1 Technology 31.47%
2 Healthcare 14.82%
3 Financials 11.8%
4 Consumer Staples 10.58%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$359K 0.13%
626
+2
77
$347K 0.12%
14,804
-83,245
78
$333K 0.12%
1,990
+100
79
$329K 0.12%
4,472
80
$329K 0.12%
575
+24
81
$288K 0.1%
1,305
82
$287K 0.1%
1,043
83
$269K 0.1%
4,760
84
$237K 0.08%
561
+12
85
$230K 0.08%
17,576
+67
86
$225K 0.08%
455
87
$224K 0.08%
1,574
88
$215K 0.08%
+1,200
89
$201K 0.07%
+3,419
90
$163K 0.06%
11,250
91
$121K 0.04%
11,147
92
$67K 0.02%
11,863
93
$37K 0.01%
13,234
94
– –
-11,866
1 2 3
4