KHC

Koesten Hirschmann & Crabtree Portfolio holdings

AUM $210M
1-Year Est. Return 13.44%
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$54.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.06M
3
+$956K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$650K
5
ADTN icon
Adtran
ADTN
+$143K

Top Sells

1
+$626K
2
+$482K
3
+$294K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$162K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$119K

Sector Composition

1 Technology 2.2%
2 Consumer Staples 0.82%
3 Communication Services 0.73%
4 Financials 0.3%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57.2K 0.03%
970
+70
77
$56.2K 0.03%
954
78
$55.5K 0.03%
208
79
$54.3K 0.03%
177
80
$53.6K 0.03%
543
-8
81
$52.4K 0.03%
676
+100
82
$51.6K 0.03%
761
83
$51.6K 0.03%
659
84
$49.9K 0.03%
1,763
85
$48.5K 0.03%
330
86
$45.9K 0.03%
1,060
87
$45.6K 0.03%
1,190
+210
88
$45.6K 0.03%
414
89
$43.5K 0.03%
1,245
+220
90
$41.9K 0.02%
1,500
91
$40.3K 0.02%
214
-70
92
$39.8K 0.02%
1,360
+90
93
$39.5K 0.02%
112
+8
94
$38.6K 0.02%
276
95
$37K 0.02%
1,095
96
$36.8K 0.02%
250
97
$36.3K 0.02%
1,450
98
$36.1K 0.02%
1,423
+23
99
$33.7K 0.02%
251
+1
100
$33.5K 0.02%
200
2 3
4
5 6