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
$156M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$440K
3
+$385K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$351K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$176K

Top Sells

1
+$936K
2
+$800K
3
+$589K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$177K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$131K

Sector Composition

1 Technology 2.48%
2 Consumer Staples 0.96%
3 Communication Services 0.68%
4 Financials 0.33%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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-530
228
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-1,120
229
– –
-1,150
230
– –
-510
231
– –
-100
6 7 8 9
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