KHC
Koesten Hirschmann & Crabtree Portfolio holdings
AUM
$193M
1-Year Est. Return
13.04%
1 Year Est. Return
+13.04%
AUM
$193M
AUM Growth
+$19M
(+11%)
Holding
356
Top Buys
| 1 | +$1.2M | |
| 2 | +$1.14M | |
| 3 | +$1.1M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$896K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$796K |
Top Sells
| 1 | +$734K | |
| 2 | +$358K | |
| 3 | +$211K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$162K |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$151K |
Sector Composition
| 1 | Technology | 2.22% |
| 2 | Communication Services | 0.81% |
| 3 | Consumer Staples | 0.73% |
| 4 | Financials | 0.35% |
| 5 | Consumer Discretionary | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Nuveen ESG Small-Cap ETF
NUSC
$1.24B
| – | – |
-1,190
|
|
||
352
Public Storage
PSA
$52.7B
| – | – |
-30
|
|
||
353
Phillips 66
PSX
$54.7B
| – | – |
-574
|
|
||
354
SLB Ltd
SLB
$54B
| – | – |
-60
|
|
||
355
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.47B
| – | – |
-4,610
|
|
||
356
Vanguard ESG International Stock ETF
VSGX
$5.32B
| – | – |
-970
|
|