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
$144M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$502K
3
+$426K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$420K
5
VB icon
Vanguard Small-Cap ETF
VB
+$327K

Top Sells

1
+$767K
2
+$337K
3
+$313K
4
CYBR icon
CyberArk
CYBR
+$128K
5
CL icon
Colgate-Palmolive
CL
+$79.7K

Sector Composition

1 Technology 2.6%
2 Consumer Staples 0.9%
3 Communication Services 0.58%
4 Financials 0.34%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43K 0.03%
535
77
$41.7K 0.03%
306
-91
78
$39.1K 0.03%
414
79
$38.8K 0.03%
1,095
80
$38.7K 0.03%
990
81
$38.1K 0.03%
1,500
82
$37.9K 0.03%
1,316
+18
83
$36.9K 0.03%
1,400
84
$36.1K 0.03%
395
85
$36.1K 0.03%
+155
86
$35.7K 0.02%
250
87
$34.2K 0.02%
1,270
88
$33.9K 0.02%
227
+5
89
$33.3K 0.02%
208
90
$33.1K 0.02%
770
91
$32.9K 0.02%
1,025
92
$32.4K 0.02%
327
+34
93
$29.8K 0.02%
200
94
$29.5K 0.02%
1,759
+2
95
$29.2K 0.02%
603
96
$28.7K 0.02%
+1,120
97
$28.4K 0.02%
284
98
$28.1K 0.02%
94
99
$27.7K 0.02%
4,300
100
$23.2K 0.02%
+530
2 3
4
5 6