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
$128M
AUM Growth
-$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$442K
2
+$414K
3
+$235K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$127K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$122K

Top Sells

1
+$369K
2
+$192K
3
+$150K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$77.3K
5
VMW
VMware, Inc
VMW
+$63.7K

Sector Composition

1 Technology 2.81%
2 Consumer Staples 1.01%
3 Communication Services 0.56%
4 Financials 0.31%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$57.4K 0.05%
533
-1
52
$52.8K 0.04%
761
53
$51.1K 0.04%
397
+91
54
$50.5K 0.04%
5,300
55
$48.8K 0.04%
1,660
56
$46.7K 0.04%
1,910
-1,515
57
$43.1K 0.03%
1,298
+15
58
$43K 0.03%
531
59
$42.4K 0.03%
1,095
60
$42K 0.03%
765
61
$41.8K 0.03%
535
62
$41.6K 0.03%
177
63
$38.4K 0.03%
201
64
$38.3K 0.03%
1,400
65
$37.9K 0.03%
+414
66
$37.8K 0.03%
750
67
$35.4K 0.03%
1,500
68
$34.5K 0.03%
990
-40
69
$33.7K 0.03%
200
70
$33.5K 0.03%
200
71
$33.4K 0.03%
284
72
$33.3K 0.03%
1,270
73
$32.8K 0.03%
250
74
$32.4K 0.03%
1,900
75
$31.3K 0.02%
770
1 2
3
4 5