KHC

Koesten Hirschmann & Crabtree Portfolio holdings

AUM $203M
1-Year Est. Return 17.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$302K
2
+$68.4K
3
+$49.8K
4
CP icon
Canadian Pacific Kansas City
CP
+$11.4K
5
ARCC icon
Ares Capital
ARCC
+$9.23K

Top Sells

1
+$2.36M
2
+$430K
3
+$295K
4
AAPL icon
Apple
AAPL
+$263K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$158K

Sector Composition

1 Technology 3.07%
2 Consumer Staples 1%
3 Communication Services 0.68%
4 Financials 0.3%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
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