HKIM

Hayek Kallen Investment Management Portfolio holdings

AUM $317M
1-Year Est. Return 20.17%
This Quarter Est. Return
1 Year Est. Return
+20.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
-$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$613K
2
+$578K
3
+$349K
4
CTVA icon
Corteva
CTVA
+$215K
5
BP icon
BP
BP
+$213K

Top Sells

1
+$737K
2
+$612K
3
+$293K
4
NVDA icon
NVIDIA
NVDA
+$200K
5
MRK icon
Merck
MRK
+$163K

Sector Composition

1 Technology 28.94%
2 Financials 14.26%
3 Healthcare 12.43%
4 Consumer Staples 11.33%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$336K 0.12%
10,250
77
$311K 0.11%
1,990
78
$306K 0.11%
455
79
$303K 0.11%
4,472
80
$298K 0.11%
1,096
81
$294K 0.11%
1,680
-700
82
$279K 0.1%
664
+83
83
$267K 0.1%
3,771
84
$260K 0.1%
1,305
85
$256K 0.09%
972
86
$238K 0.09%
1,674
-260
87
$217K 0.08%
17,712
+46
88
$215K 0.08%
+3,419
89
$208K 0.08%
1,200
90
$102K 0.04%
11,902
91
$43K 0.02%
13,234
92
– –
-11,147
1 2 3
4