KHC
Koesten Hirschmann & Crabtree Portfolio holdings
AUM
$193M
This Quarter Return
+9.85%
1 Year Return
+13.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.29%
Holding
163
New
162
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$32.7M |
| 2 |
Schwab International Equity ETF
SCHF
|
$16.1M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$14.5M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$13.8M |
| 5 |
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% |
