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
$130M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$480K
3
+$436K
4
VB icon
Vanguard Small-Cap ETF
VB
+$364K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$149K

Top Sells

1
+$179K
2
+$129K
3
+$99K
4
PFG icon
Principal Financial Group
PFG
+$88.7K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$46.4K

Sector Composition

1 Technology 3.42%
2 Consumer Staples 0.99%
3 Communication Services 0.55%
4 Financials 0.31%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36.6K 0.03%
+200
77
$36.6K 0.03%
1,500
78
$36.5K 0.03%
1,030
79
$36.3K 0.03%
1,400
80
$35.4K 0.03%
1,900
81
$34.7K 0.03%
395
82
$34.1K 0.03%
1,270
83
$33.8K 0.03%
1,755
+1
84
$32.3K 0.02%
1,025
85
$31.1K 0.02%
284
-45
86
$30.2K 0.02%
682
87
$30.1K 0.02%
208
88
$29K 0.02%
210
+4
89
$28.9K 0.02%
4,300
90
$28.4K 0.02%
207
+7
91
$28.3K 0.02%
284
+105
92
$24.8K 0.02%
123
93
$24K 0.02%
94
-68
94
$23.8K 0.02%
275
95
$23K 0.02%
603
96
$21.8K 0.02%
+58
97
$18.9K 0.01%
+152
98
$17.9K 0.01%
+1,100
99
$17.5K 0.01%
+128
100
$17.5K 0.01%
+230
2 3
4
5 6