KHC

Koesten Hirschmann & Crabtree Portfolio holdings

AUM $210M
1-Year Est. Return 13.44%
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$54.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.06M
3
+$956K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$650K
5
ADTN icon
Adtran
ADTN
+$143K

Top Sells

1
+$626K
2
+$482K
3
+$294K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$162K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$119K

Sector Composition

1 Technology 2.2%
2 Consumer Staples 0.82%
3 Communication Services 0.73%
4 Financials 0.3%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33K 0.02%
40
102
$31.7K 0.02%
603
103
$31.2K 0.02%
552
+1
104
$30.9K 0.02%
94
105
$30.4K 0.02%
421
-57
106
$28.8K 0.02%
50
107
$28.2K 0.02%
260
108
$27.6K 0.02%
275
109
$24.1K 0.01%
4,312
110
$23.8K 0.01%
200
111
$21.4K 0.01%
200
112
$20K 0.01%
100
113
$19.7K 0.01%
159
114
$17.3K 0.01%
300
+10
115
$16.6K 0.01%
100
116
$15.9K 0.01%
60
117
$15.3K 0.01%
537
118
$15.3K 0.01%
+50
119
$14.7K 0.01%
856
120
$14K 0.01%
91
121
$13.6K 0.01%
192
122
$13.3K 0.01%
602
+13
123
$13.1K 0.01%
281
124
$11.7K 0.01%
200
125
$11.5K 0.01%
+70
3 4
5
6 7