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
$132M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$71.9K
3
+$58K
4
CP icon
Canadian Pacific Kansas City
CP
+$11.6K
5
ARCC icon
Ares Capital
ARCC
+$9.39K

Top Sells

1
+$2.38M
2
+$433K
3
+$295K
4
AAPL icon
Apple
AAPL
+$293K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$164K

Sector Composition

1 Technology 3.08%
2 Consumer Staples 1%
3 Communication Services 0.68%
4 Financials 0.3%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.14K 0.01%
72
102
$8.82K 0.01%
151
103
$8.48K 0.01%
236
+66
104
$8.43K 0.01%
100
105
$8.06K 0.01%
200
106
$7.86K 0.01%
1,655
107
$7.81K 0.01%
103
108
$7.68K 0.01%
68
109
$7.63K 0.01%
365
110
$7.25K 0.01%
160
111
$7.16K 0.01%
100
112
$6.4K ﹤0.01%
100
113
$6.31K ﹤0.01%
100
114
$5.93K ﹤0.01%
221
-99
115
$5.52K ﹤0.01%
1,216
-392
116
$5.3K ﹤0.01%
423
117
$5.17K ﹤0.01%
88
118
$5.08K ﹤0.01%
101
119
$4.89K ﹤0.01%
37
120
$4.7K ﹤0.01%
48
121
$4.65K ﹤0.01%
125
122
$4.15K ﹤0.01%
+60
123
$4.09K ﹤0.01%
90
+36
124
$3.98K ﹤0.01%
30
-6
125
$3.5K ﹤0.01%
100
3 4
5
6 7