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
$156M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$440K
3
+$385K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$351K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$176K

Top Sells

1
+$936K
2
+$800K
3
+$589K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$177K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$131K

Sector Composition

1 Technology 2.48%
2 Consumer Staples 0.96%
3 Communication Services 0.68%
4 Financials 0.33%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$34.9K 0.02%
1,270
102
$34.1K 0.02%
94
103
$34.1K 0.02%
+520
104
$34K 0.02%
208
105
$33K 0.02%
1,025
106
$33K 0.02%
284
107
$31.9K 0.02%
1,812
+53
108
$31.5K 0.02%
200
109
$30.7K 0.02%
1,324
+220
110
$28.6K 0.02%
540
+320
111
$27.1K 0.02%
+300
112
$25.6K 0.02%
4,300
113
$25.6K 0.02%
603
114
$25.4K 0.02%
+606
115
$25K 0.02%
200
116
$24.3K 0.02%
50
117
$20.3K 0.01%
275
118
$20.2K 0.01%
385
-385
119
$19.6K 0.01%
659
-70
120
$18.7K 0.01%
75
-80
121
$17.7K 0.01%
+68
122
$16.7K 0.01%
144
123
$16.4K 0.01%
159
124
$15.1K 0.01%
32
125
$14.3K 0.01%
856
3 4
5
6 7