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
51
$73.3K 0.06%
346
+158
52
$70.7K 0.05%
2,080
53
$62.4K 0.05%
532
+1
54
$60.8K 0.05%
251
55
$58.4K 0.04%
5,300
56
$58.2K 0.04%
574
57
$55.5K 0.04%
340
58
$55.3K 0.04%
443
59
$53.2K 0.04%
531
-1
60
$53.1K 0.04%
761
61
$51.8K 0.04%
1,270
+13
62
$49K 0.04%
1,660
63
$45.6K 0.04%
871
-106
64
$42.2K 0.03%
598
65
$41.5K 0.03%
1,095
66
$40.5K 0.03%
1,006
67
$40K 0.03%
800
68
$39.9K 0.03%
177
69
$39.6K 0.03%
306
70
$39.6K 0.03%
250
71
$39.3K 0.03%
750
72
$39.2K 0.03%
+815
73
$38.1K 0.03%
129
+4
74
$37.1K 0.03%
162
+2
75
$36.9K 0.03%
785
-800
1 2
3
4 5