KHC

Koesten Hirschmann & Crabtree Portfolio holdings

AUM $193M
1-Year Est. Return 13.04%
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$480K
3
+$436K
4
VB icon
Vanguard Small-Cap ETF
VB
+$364K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$149K

Top Sells

1
+$179K
2
+$129K
3
+$99K
4
PFG icon
Principal Financial Group
PFG
+$88.7K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$46.4K

Sector Composition

1 Technology 3.42%
2 Consumer Staples 0.99%
3 Communication Services 0.55%
4 Financials 0.31%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$526 ﹤0.01%
+11
227
$504 ﹤0.01%
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229
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11
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$34 ﹤0.01%
1
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$27 ﹤0.01%
+1
7 8 9
10
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