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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$16.1M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$13.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.3%
2 Consumer Staples 1.08%
3 Financials 0.51%
4 Communication Services 0.47%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36.9K 0.03%
+750
77
$36.3K 0.03%
+329
78
$35.3K 0.03%
+480
79
$35.2K 0.03%
+1,030
80
$35.1K 0.03%
+250
81
$33.8K 0.03%
+1,400
82
$32.5K 0.03%
+1,900
83
$32.3K 0.03%
+1,270
84
$32.3K 0.03%
+1,754
85
$30.8K 0.03%
+1,025
86
$30.1K 0.02%
+350
87
$29.1K 0.02%
+208
88
$28.9K 0.02%
+206
89
$25.7K 0.02%
+682
90
$25.5K 0.02%
+123
91
$24.5K 0.02%
+275
92
$22.8K 0.02%
+603
93
$22.6K 0.02%
+188
94
$21.1K 0.02%
+200
95
$20.8K 0.02%
+1,392
96
$17.4K 0.01%
+179
97
$13.9K 0.01%
+856
98
$13.5K 0.01%
+192
99
$12.1K 0.01%
+159
100
$11.8K 0.01%
+67
2 3
4
5 6