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
$174M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.31M
3
+$1.21M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$689K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$430K

Top Sells

1
+$490K
2
+$141K
3
+$90.4K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$64K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.9K

Sector Composition

1 Technology 2.78%
2 Consumer Staples 0.86%
3 Communication Services 0.77%
4 Financials 0.33%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$123K 0.07%
5,110
52
$120K 0.07%
1,332
53
$120K 0.07%
1,575
+95
54
$116K 0.07%
1,006
55
$110K 0.06%
500
56
$97.9K 0.06%
772
57
$97.2K 0.06%
242
58
$95.7K 0.05%
750
59
$95.5K 0.05%
694
-170
60
$88.4K 0.05%
1,000
-50
61
$87.5K 0.05%
2,080
62
$84K 0.05%
3,300
+2,900
63
$78.1K 0.04%
1,380
64
$73.3K 0.04%
+695
65
$72K 0.04%
2,297
66
$71.9K 0.04%
277
+1
67
$71.8K 0.04%
327
68
$70.3K 0.04%
397
69
$65.5K 0.04%
251
70
$65.4K 0.04%
574
71
$63.7K 0.04%
576
72
$62.6K 0.04%
344
73
$61.4K 0.04%
551
74
$61.2K 0.04%
284
75
$61.2K 0.04%
1,712
1 2
3
4 5