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
51
$70.8K 0.06%
+1,050
52
$68.4K 0.06%
+2,080
53
$66K 0.05%
+251
54
$65.4K 0.05%
+955
55
$64.4K 0.05%
+1,257
56
$64K 0.05%
+531
57
$61K 0.05%
+340
58
$59.7K 0.05%
+574
59
$59.6K 0.05%
+5,300
60
$54.4K 0.04%
+443
61
$53.7K 0.04%
+162
62
$50.7K 0.04%
+761
63
$46.2K 0.04%
+532
64
$46.1K 0.04%
+1,660
65
$42.3K 0.03%
+598
66
$41.6K 0.03%
+306
67
$40.5K 0.03%
+1,006
68
$40K 0.03%
+800
69
$39.6K 0.03%
+395
70
$39.5K 0.03%
+125
71
$38.3K 0.03%
+160
72
$38.2K 0.03%
+1,095
73
$37.8K 0.03%
+1,500
74
$37.3K 0.03%
+177
75
$37.2K 0.03%
+4,300
1 2
3
4 5