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
$144M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$502K
3
+$426K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$420K
5
VB icon
Vanguard Small-Cap ETF
VB
+$327K

Top Sells

1
+$767K
2
+$337K
3
+$313K
4
CYBR icon
CyberArk
CYBR
+$128K
5
CL icon
Colgate-Palmolive
CL
+$79.7K

Sector Composition

1 Technology 2.6%
2 Consumer Staples 0.9%
3 Communication Services 0.58%
4 Financials 0.34%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22.9K 0.02%
1,104
102
$21.7K 0.02%
+729
103
$19.9K 0.01%
275
104
$17.7K 0.01%
50
105
$17.4K 0.01%
100
106
$16.9K 0.01%
+144
107
$15.4K 0.01%
856
108
$15K 0.01%
+200
109
$13.7K 0.01%
513
+38
110
$12.9K 0.01%
32
111
$12.8K 0.01%
159
112
$11.9K 0.01%
192
113
$11.8K 0.01%
48
-75
114
$11.4K 0.01%
+90
115
$10.8K 0.01%
538
+25
116
$10.5K 0.01%
+220
117
$9.9K 0.01%
226
+3
118
$9.78K 0.01%
72
119
$9.61K 0.01%
+162
120
$9.47K 0.01%
537
121
$9.47K 0.01%
238
+2
122
$9.4K 0.01%
60
123
$9.38K 0.01%
1,655
124
$9.17K 0.01%
100
125
$9.14K 0.01%
200
3 4
5
6 7