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
$128M
AUM Growth
-$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$442K
2
+$414K
3
+$235K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$127K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$122K

Top Sells

1
+$369K
2
+$192K
3
+$150K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$77.3K
5
VMW
VMware, Inc
VMW
+$63.7K

Sector Composition

1 Technology 2.81%
2 Consumer Staples 1.01%
3 Communication Services 0.56%
4 Financials 0.31%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.5K 0.01%
107
-33
102
$9.98K 0.01%
513
+13
103
$9.54K 0.01%
+1,000
104
$9.36K 0.01%
100
105
$9.35K 0.01%
60
-7
106
$8.97K 0.01%
1,655
107
$8.9K 0.01%
537
108
$8.8K 0.01%
72
109
$8.78K 0.01%
+1,000
110
$8.62K 0.01%
68
111
$8.49K 0.01%
+500
112
$8.39K 0.01%
+253
113
$8.18K 0.01%
236
114
$8.01K 0.01%
+743
115
$7.79K 0.01%
223
+2
116
$7.66K 0.01%
151
117
$7.51K 0.01%
100
118
$7.42K 0.01%
365
119
$7.42K 0.01%
103
120
$7.37K 0.01%
+1,000
121
$7.06K 0.01%
100
122
$6.88K 0.01%
+100
123
$6.81K 0.01%
+1,000
124
$6.8K 0.01%
100
125
$6.73K 0.01%
160
3 4
5
6 7