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
$174M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.31M
3
+$1.21M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$689K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$430K

Top Sells

1
+$490K
2
+$141K
3
+$90.4K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$64K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.9K

Sector Composition

1 Technology 2.78%
2 Consumer Staples 0.86%
3 Communication Services 0.77%
4 Financials 0.33%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$344K 0.2%
2,054
27
$338K 0.19%
1,926
+2
28
$300K 0.17%
6,281
+2,429
29
$269K 0.15%
1,421
-29
30
$247K 0.14%
270
31
$246K 0.14%
2,145
32
$222K 0.13%
4,610
-250
33
$189K 0.11%
323
-91
34
$179K 0.1%
1,177
-150
35
$176K 0.1%
607
36
$175K 0.1%
7,530
37
$172K 0.1%
7,526
+2,070
38
$163K 0.09%
792
39
$161K 0.09%
846
40
$148K 0.09%
640
+60
41
$147K 0.08%
5,870
+900
42
$146K 0.08%
6,850
+1,000
43
$145K 0.08%
284
+1
44
$143K 0.08%
1,108
45
$143K 0.08%
5,800
+700
46
$142K 0.08%
228
47
$133K 0.08%
785
+7
48
$127K 0.07%
5,080
49
$124K 0.07%
5,160
50
$124K 0.07%
4,960
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