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
$130M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$480K
3
+$436K
4
VB icon
Vanguard Small-Cap ETF
VB
+$364K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$149K

Top Sells

1
+$179K
2
+$129K
3
+$99K
4
PFG icon
Principal Financial Group
PFG
+$88.7K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$46.4K

Sector Composition

1 Technology 3.42%
2 Consumer Staples 0.99%
3 Communication Services 0.55%
4 Financials 0.31%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$195K 0.15%
3,387
27
$191K 0.15%
467
28
$173K 0.13%
2,145
29
$169K 0.13%
3,745
-78
30
$162K 0.12%
4,860
31
$139K 0.11%
434
+11
32
$136K 0.1%
7,530
33
$131K 0.1%
632
+17
34
$123K 0.09%
248
-24
35
$116K 0.09%
784
36
$116K 0.09%
1,118
+58
37
$108K 0.08%
4,435
38
$106K 0.08%
1,480
39
$99.3K 0.08%
+1,082
40
$97.2K 0.07%
510
41
$96.7K 0.07%
388
+15
42
$96.7K 0.07%
542
+42
43
$95.6K 0.07%
1,380
44
$89.6K 0.07%
1,150
45
$87.4K 0.07%
840
46
$79.9K 0.06%
792
47
$79.7K 0.06%
955
48
$77.5K 0.06%
317
-46
49
$77K 0.06%
1,566
-117
50
$73.4K 0.06%
1,050
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