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
$172M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.24M
3
+$1.96M
4
JKHY icon
Jack Henry & Associates
JKHY
+$110K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$96.2K

Top Sells

1
+$773K
2
+$766K
3
+$357K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$275K
5
AAPL icon
Apple
AAPL
+$248K

Sector Composition

1 Technology 2.6%
2 Consumer Staples 0.95%
3 Communication Services 0.66%
4 Financials 0.31%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
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