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
$132M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$71.9K
3
+$58K
4
CP icon
Canadian Pacific Kansas City
CP
+$11.6K
5
ARCC icon
Ares Capital
ARCC
+$9.39K

Top Sells

1
+$2.38M
2
+$433K
3
+$295K
4
AAPL icon
Apple
AAPL
+$293K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$164K

Sector Composition

1 Technology 3.08%
2 Consumer Staples 1%
3 Communication Services 0.68%
4 Financials 0.3%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63.7K 0.05%
443
52
$60.5K 0.05%
534
+2
53
$55.8K 0.04%
251
54
$55.5K 0.04%
5,300
55
$55.5K 0.04%
761
56
$54.7K 0.04%
574
57
$54.4K 0.04%
1,006
58
$51.1K 0.04%
1,660
59
$47.4K 0.04%
531
60
$47.1K 0.04%
1,283
+13
61
$43.4K 0.03%
765
-106
62
$43.1K 0.03%
177
63
$40.7K 0.03%
1,900
64
$40.6K 0.03%
306
65
$39.8K 0.03%
750
66
$39.8K 0.03%
250
67
$39.6K 0.03%
201
+1
68
$38.6K 0.03%
1,095
69
$38.1K 0.03%
1,030
70
$37.4K 0.03%
682
71
$36.9K 0.03%
1,400
72
$36.3K 0.03%
1,500
73
$36.2K 0.03%
535
-63
74
$34.7K 0.03%
1,270
75
$34K 0.03%
770
-15
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3
4 5