HKIM
Hayek Kallen Investment Management Portfolio holdings
AUM
$294M
This Quarter Return
+8.35%
1 Year Return
+17.21%
3 Year Return
+70.81%
5 Year Return
+127.61%
10 Year Return
+284.8%
AUM
$294M
AUM Growth
+$294M
(+8.3%)
Cap. Flow
-$8.16M
Cap. Flow
% of AUM
-2.78%
Top 10 Holdings %
Top 10 Hldgs %
49.71%
Holding
98
New
6
Increased
51
Reduced
20
Closed
4
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$714K |
| 2 |
RTX Corp
RTX
|
$695K |
| 3 |
Apple
AAPL
|
$585K |
| 4 |
Amazon
AMZN
|
$474K |
| 5 |
Bank of America
BAC
|
$420K |
Top Sells
| 1 |
AMRN
Amarin Corp
AMRN
|
$15.8M |
| 2 |
CVS Health
CVS
|
$343K |
| 3 |
McKesson
MCK
|
$306K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$241K |
| 5 |
Novo Nordisk
NVO
|
$196K |
Sector Composition
| 1 | Technology | 31.76% |
| 2 | Financials | 13.99% |
| 3 | Consumer Staples | 10.95% |
| 4 | Healthcare | 10.47% |
| 5 | Industrials | 8.48% |
