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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$16.1M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$13.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.3%
2 Consumer Staples 1.08%
3 Financials 0.51%
4 Communication Services 0.47%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.25K ﹤0.01%
+101
127
$3.03K ﹤0.01%
+581
128
$2.96K ﹤0.01%
+16
129
$2.79K ﹤0.01%
+186
130
$2.57K ﹤0.01%
+57
131
$2.43K ﹤0.01%
+100
132
$2.33K ﹤0.01%
+200
133
$2.32K ﹤0.01%
+50
134
$2.04K ﹤0.01%
+13
135
$1.93K ﹤0.01%
+200
136
$1.91K ﹤0.01%
+33
137
$1.71K ﹤0.01%
+153
138
$1.69K ﹤0.01%
+100
139
$1.66K ﹤0.01%
+35
140
$1.08K ﹤0.01%
+17
141
$1K ﹤0.01%
+23
142
$975 ﹤0.01%
+100
143
$794 ﹤0.01%
+8
144
$730 ﹤0.01%
+20
145
$727 ﹤0.01%
+100
146
$567 ﹤0.01%
+11
147
$454 ﹤0.01%
+11
148
$448 ﹤0.01%
+50
149
$389 ﹤0.01%
+2
150
$256 ﹤0.01%
+2
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6
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