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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$16.1M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$13.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.3%
2 Consumer Staples 1.08%
3 Financials 0.51%
4 Communication Services 0.47%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$179K 0.15%
+467
27
$168K 0.14%
+2,145
28
$160K 0.13%
+3,823
29
$153K 0.13%
+10,480
30
$151K 0.12%
+4,860
31
$132K 0.11%
+7,530
32
$124K 0.1%
+272
33
$113K 0.09%
+423
34
$110K 0.09%
+4,435
35
$109K 0.09%
+1,296
36
$102K 0.08%
+784
37
$99.3K 0.08%
+1,380
38
$97.3K 0.08%
+1,480
39
$95.1K 0.08%
+1,150
40
$93.5K 0.08%
+1,060
41
$93.1K 0.08%
+510
42
$87.2K 0.07%
+500
43
$81.3K 0.07%
+977
44
$79.5K 0.07%
+1,683
45
$79.4K 0.07%
+373
46
$77.7K 0.06%
+363
47
$75.8K 0.06%
+615
48
$74.5K 0.06%
+840
49
$73.1K 0.06%
+792
50
$71.3K 0.06%
+1,585
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