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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$16.1M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$13.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.3%
2 Consumer Staples 1.08%
3 Financials 0.51%
4 Communication Services 0.47%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.5K 0.01%
+1,804
102
$10.2K 0.01%
+190
103
$9.71K 0.01%
+537
104
$9.5K 0.01%
+151
105
$9.45K 0.01%
+72
106
$8.25K 0.01%
+68
107
$8.04K 0.01%
+365
108
$7.96K 0.01%
+80
109
$7.79K 0.01%
+1,655
110
$7.66K 0.01%
+100
111
$7.31K 0.01%
+160
112
$6.38K 0.01%
+130
113
$5.69K ﹤0.01%
+200
114
$5.54K ﹤0.01%
+88
115
$5.51K ﹤0.01%
+222
116
$5.21K ﹤0.01%
+170
117
$5.11K ﹤0.01%
+62
118
$5K ﹤0.01%
+100
119
$4.92K ﹤0.01%
+125
120
$4.77K ﹤0.01%
+30
121
$4.32K ﹤0.01%
+100
122
$4.07K ﹤0.01%
+48
123
$4.07K ﹤0.01%
+100
124
$4.01K ﹤0.01%
+423
125
$3.54K ﹤0.01%
+100
3 4
5
6 7