HKIM
Hayek Kallen Investment Management Portfolio holdings
AUM
$294M
This Quarter Return
+0.94%
1 Year Return
+17.21%
3 Year Return
+70.81%
5 Year Return
+127.61%
10 Year Return
+284.8%
AUM
$272M
AUM Growth
+$272M
(-1.3%)
Cap. Flow
-$1.34M
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
48.09%
Holding
93
New
2
Increased
22
Reduced
44
Closed
1
Top Buys
| 1 |
Citigroup
C
|
$613K |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$578K |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$349K |
| 4 |
Corteva
CTVA
|
$215K |
| 5 |
BP
BP
|
$213K |
Top Sells
| 1 |
Zoetis
ZTS
|
$737K |
| 2 |
Apple
AAPL
|
$612K |
| 3 |
Novo Nordisk
NVO
|
$293K |
| 4 |
NVIDIA
NVDA
|
$200K |
| 5 |
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% |
