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HKIM

Hayek Kallen Investment Management Portfolio holdings

AUM $307M
1-Year Est. Return 18.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$1.86M
3
+$687K
4
VZ icon
Verizon
VZ
+$433K
5
CRMD icon
CorMedix
CRMD
+$356K

Top Sells

1
+$2.69M
2
+$1.18M
3
+$650K
4
ORCL icon
Oracle
ORCL
+$634K
5
NVDA icon
NVIDIA
NVDA
+$579K

Sector Composition

1 Technology 32.68%
2 Financials 13.68%
3 Healthcare 10.13%
4 Consumer Staples 9.9%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.12%
3,425
77
$353K 0.11%
4,191
-45,873
78
$342K 0.11%
+29,443
79
$339K 0.11%
10,480
+230
80
$335K 0.11%
972
81
$316K 0.1%
1,305
-1,495
82
$316K 0.1%
1,850
83
$309K 0.1%
24,605
+77
84
$307K 0.1%
4,071
85
$301K 0.1%
6,007
86
$298K 0.09%
2,800
+1,495
87
$279K 0.09%
4,472
88
$263K 0.08%
+798
89
$231K 0.07%
3,419
90
$228K 0.07%
1,200
91
$224K 0.07%
12,984
92
$210K 0.07%
+264
93
$208K 0.07%
1,674
94
$108K 0.03%
12,103
95
– –
-1,465
96
– –
-11,666
97
– –
-2,121
1 2 3
4