KHC
Koesten Hirschmann & Crabtree Portfolio holdings
AUM
$193M
1-Year Return
13.04%
This Quarter Return
+0.62%
1 Year Return
+13.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$0
(0%)
Cap. Flow
-$251K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
85.82%
Holding
221
New
–
Increased
–
Reduced
2
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
NVIDIA
NVDA
|
$244K |
| 2 |
3M
MMM
|
$6.9K |
Sector Composition
| 1 | Technology | 2.48% |
| 2 | Consumer Staples | 0.96% |
| 3 | Communication Services | 0.68% |
| 4 | Financials | 0.33% |
| 5 | Healthcare | 0.19% |
