HKIM
Hayek Kallen Investment Management Portfolio holdings
AUM
$294M
1-Year Return
17.21%
This Quarter Return
+7.02%
1 Year Return
+17.21%
3 Year Return
+70.81%
5 Year Return
+127.61%
10 Year Return
+284.8%
AUM
$282M
AUM Growth
+$14M
(+5.2%)
Cap. Flow
-$4.57M
Cap. Flow
% of AUM
-1.62%
Top 10 Holdings %
Top 10 Hldgs %
48.17%
Holding
95
New
3
Increased
26
Reduced
38
Closed
1
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$2.44M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.73M |
| 3 |
BP
BP
|
$530K |
| 4 |
Tesla
TSLA
|
$432K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$215K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$5.59M |
| 2 |
Intel
INTC
|
$1.95M |
| 3 |
Microsoft
MSFT
|
$502K |
| 4 |
Apple
AAPL
|
$382K |
| 5 |
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% |
