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
$130M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$480K
3
+$436K
4
VB icon
Vanguard Small-Cap ETF
VB
+$364K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$149K

Top Sells

1
+$179K
2
+$129K
3
+$99K
4
PFG icon
Principal Financial Group
PFG
+$88.7K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$46.4K

Sector Composition

1 Technology 3.42%
2 Consumer Staples 0.99%
3 Communication Services 0.55%
4 Financials 0.31%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.4K 0.01%
+860
102
$17.2K 0.01%
179
-171
103
$17K 0.01%
+119
104
$13.8K 0.01%
856
105
$12.9K 0.01%
192
106
$11.1K 0.01%
159
107
$10.4K 0.01%
67
108
$10.3K 0.01%
414
+192
109
$9.85K 0.01%
+32
110
$9.57K 0.01%
320
+190
111
$9.4K 0.01%
537
112
$9.3K 0.01%
72
113
$9.23K 0.01%
151
114
$9K 0.01%
200
115
$8.56K 0.01%
100
116
$8.46K 0.01%
1,608
-196
117
$8.1K 0.01%
+288
118
$8.07K 0.01%
365
119
$7.77K 0.01%
68
120
$7.66K 0.01%
103
-1,193
121
$7.35K 0.01%
1,655
122
$7.14K 0.01%
160
123
$6.76K 0.01%
100
124
$6.62K 0.01%
80
125
$6.58K 0.01%
100
3 4
5
6 7