KHC
Koesten Hirschmann & Crabtree Portfolio holdings
AUM
$193M
1-Year Return
13.04%
This Quarter Return
-3.9%
1 Year Return
+13.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
-$4.51M
(-3.4%)
Cap. Flow
+$691K
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
87.82%
Holding
184
New
17
Increased
27
Reduced
14
Closed
5
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
$442K |
| 2 |
Schwab International Equity ETF
SCHF
|
$414K |
| 3 |
Vanguard Large-Cap ETF
VV
|
$235K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$127K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$122K |
Top Sells
Sector Composition
| 1 | Technology | 2.81% |
| 2 | Consumer Staples | 1.01% |
| 3 | Communication Services | 0.56% |
| 4 | Financials | 0.31% |
| 5 | Healthcare | 0.18% |
