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
$156M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$440K
3
+$385K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$351K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$176K

Top Sells

1
+$936K
2
+$800K
3
+$589K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$177K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$131K

Sector Composition

1 Technology 2.48%
2 Consumer Staples 0.96%
3 Communication Services 0.68%
4 Financials 0.33%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60.8K 0.04%
+465
77
$57.1K 0.04%
6,300
78
$56.6K 0.04%
1,660
79
$55.3K 0.04%
640
-11
80
$55.3K 0.04%
765
81
$53.4K 0.03%
1,910
82
$53.3K 0.03%
761
83
$51.9K 0.03%
+954
84
$51.7K 0.03%
900
+60
85
$51K 0.03%
177
86
$49.5K 0.03%
+100
87
$48.9K 0.03%
+344
88
$48.7K 0.03%
+127
89
$45.9K 0.03%
478
-57
90
$45.4K 0.03%
625
-17
91
$43.4K 0.03%
+1,060
92
$43.2K 0.03%
414
93
$41.8K 0.03%
+576
94
$41.3K 0.03%
1,095
95
$41.2K 0.03%
990
96
$40.3K 0.03%
1,500
97
$38.3K 0.02%
250
98
$38.2K 0.02%
+304
99
$37.9K 0.02%
1,366
+50
100
$35K 0.02%
395
2 3
4
5 6