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
$174M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.31M
3
+$1.21M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$689K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$430K

Top Sells

1
+$490K
2
+$141K
3
+$90.4K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$64K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.9K

Sector Composition

1 Technology 2.78%
2 Consumer Staples 0.86%
3 Communication Services 0.77%
4 Financials 0.33%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57K 0.03%
177
77
$55.6K 0.03%
6,300
78
$51K 0.03%
900
79
$50.1K 0.03%
954
80
$48.8K 0.03%
659
81
$46K 0.03%
276
-28
82
$45.9K 0.03%
208
83
$45.5K 0.03%
761
84
$43.9K 0.03%
1,060
85
$43.4K 0.02%
414
86
$42.6K 0.02%
330
87
$41K 0.02%
980
88
$41K 0.02%
1,500
89
$40.6K 0.02%
250
90
$40.4K 0.02%
1,450
+2
91
$40.1K 0.02%
1,763
+1
92
$39.2K 0.02%
404
-10
93
$37.2K 0.02%
1,400
+22
94
$36.9K 0.02%
1,270
95
$36.6K 0.02%
478
96
$35.6K 0.02%
104
97
$34.9K 0.02%
260
+160
98
$34.2K 0.02%
1,025
99
$32.8K 0.02%
250
+5
100
$32.4K 0.02%
1,095
2 3
4
5 6