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
$132M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$71.9K
3
+$58K
4
CP icon
Canadian Pacific Kansas City
CP
+$11.6K
5
ARCC icon
Ares Capital
ARCC
+$9.39K

Top Sells

1
+$2.38M
2
+$433K
3
+$295K
4
AAPL icon
Apple
AAPL
+$293K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$164K

Sector Composition

1 Technology 3.08%
2 Consumer Staples 1%
3 Communication Services 0.68%
4 Financials 0.3%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33K 0.03%
395
77
$32.4K 0.02%
1,025
78
$31.5K 0.02%
200
-140
79
$30.7K 0.02%
216
+6
80
$30.5K 0.02%
284
81
$29.4K 0.02%
200
-7
82
$28.9K 0.02%
208
83
$28.3K 0.02%
289
+5
84
$28.2K 0.02%
603
85
$28K 0.02%
1,756
+1
86
$26.5K 0.02%
4,300
87
$26.4K 0.02%
94
88
$25.2K 0.02%
123
89
$22.5K 0.02%
275
90
$20.7K 0.02%
1,104
+4
91
$14.8K 0.01%
856
92
$14.8K 0.01%
140
-39
93
$11.9K 0.01%
192
94
$11.6K 0.01%
+144
95
$11.5K 0.01%
159
96
$11.1K 0.01%
67
97
$10.9K 0.01%
436
+22
98
$10.4K 0.01%
32
99
$9.39K 0.01%
+500
100
$9.25K 0.01%
537
2 3
4
5 6