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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
1
$34.8M 10.98%
136,659
-799
2
$30.8M 9.72%
59,437
-638
3
$18.3M 5.77%
36,356
-87
4
$13.5M 4.25%
55,412
+388
5
$13.3M 4.19%
71,201
-3,319
6
$12.8M 4.05%
124,602
-53
7
$11.5M 3.64%
41,062
-2,490
8
$10.3M 3.25%
46,650
+317
9
$9.25M 2.92%
29,331
+185
10
$7.8M 2.46%
27,650
+8
11
$7.75M 2.45%
33,486
-149
12
$7.37M 2.33%
21,583
+22
13
$6.83M 2.16%
36,831
-137
14
$6.12M 1.93%
12,825
-115
15
$5.54M 1.75%
125,992
+10,007
16
$5.26M 1.66%
52,200
+6,834
17
$5.19M 1.64%
23,644
+97
18
$5.1M 1.61%
76,843
-190
19
$4.98M 1.57%
38,865
-25
20
$4.88M 1.54%
30,111
21
$4.62M 1.46%
19,549
-245
22
$4.6M 1.45%
9,485
-542
23
$4.04M 1.28%
79,695
+1,625
24
$3.88M 1.22%
112,582
-245
25
$3.73M 1.18%
26,544
-95
1
2 3 4