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
$144M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$502K
3
+$426K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$420K
5
VB icon
Vanguard Small-Cap ETF
VB
+$327K

Top Sells

1
+$767K
2
+$337K
3
+$313K
4
CYBR icon
CyberArk
CYBR
+$128K
5
CL icon
Colgate-Palmolive
CL
+$79.7K

Sector Composition

1 Technology 2.6%
2 Consumer Staples 0.9%
3 Communication Services 0.58%
4 Financials 0.34%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$96.2K 0.07%
+406
52
$93.2K 0.06%
1,147
+901
53
$81.6K 0.06%
1,050
54
$79.1K 0.05%
2,080
55
$77K 0.05%
1,006
56
$76.4K 0.05%
574
57
$76.1K 0.05%
1,449
58
$73.4K 0.05%
242
59
$72.4K 0.05%
251
60
$70.8K 0.05%
1,380
61
$64.7K 0.05%
+580
62
$63.2K 0.04%
539
+6
63
$62.4K 0.04%
525
-179
64
$60.8K 0.04%
+1,247
65
$57.5K 0.04%
+651
66
$55.1K 0.04%
761
67
$53.4K 0.04%
6,300
+1,000
68
$53.2K 0.04%
1,660
69
$52.6K 0.04%
765
70
$49.5K 0.03%
1,910
71
$47.9K 0.03%
531
72
$47.2K 0.03%
+642
73
$46.4K 0.03%
840
+90
74
$46.4K 0.03%
177
75
$43K 0.03%
202
+1
1 2
3
4 5