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
$156M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$440K
3
+$385K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$351K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$176K

Top Sells

1
+$936K
2
+$800K
3
+$589K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$177K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$131K

Sector Composition

1 Technology 2.48%
2 Consumer Staples 0.96%
3 Communication Services 0.68%
4 Financials 0.33%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$122K 0.08%
5,110
52
$121K 0.08%
4,890
53
$118K 0.08%
1,480
54
$118K 0.08%
792
55
$115K 0.07%
1,006
56
$108K 0.07%
615
57
$107K 0.07%
460
+258
58
$105K 0.07%
500
59
$97.5K 0.06%
+186
60
$93.8K 0.06%
574
61
$92.3K 0.06%
1,147
62
$88.3K 0.06%
1,050
63
$87.2K 0.06%
1,449
64
$86.8K 0.06%
+384
65
$83.8K 0.05%
2,080
66
$81.6K 0.05%
242
67
$76.9K 0.05%
1,418
+38
68
$76.9K 0.05%
580
69
$71.5K 0.05%
251
70
$69.8K 0.04%
525
71
$69.2K 0.04%
+383
72
$67.4K 0.04%
551
+20
73
$67K 0.04%
2,297
+897
74
$66.6K 0.04%
541
+2
75
$62.8K 0.04%
641
+314
1 2
3
4 5