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
$130M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$480K
3
+$436K
4
VB icon
Vanguard Small-Cap ETF
VB
+$364K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$149K

Top Sells

1
+$179K
2
+$129K
3
+$99K
4
PFG icon
Principal Financial Group
PFG
+$88.7K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$46.4K

Sector Composition

1 Technology 3.42%
2 Consumer Staples 0.99%
3 Communication Services 0.55%
4 Financials 0.31%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.47K 0.01%
+240
127
$6.39K ﹤0.01%
423
128
$6.03K ﹤0.01%
100
129
$5.66K ﹤0.01%
36
+6
130
$5.63K ﹤0.01%
170
131
$5.49K ﹤0.01%
88
132
$5.25K ﹤0.01%
+37
133
$5.21K ﹤0.01%
+50
134
$5.11K ﹤0.01%
+48
135
$4.86K ﹤0.01%
125
136
$4.56K ﹤0.01%
100
137
$4.49K ﹤0.01%
101
138
$4.42K ﹤0.01%
+73
139
$4.36K ﹤0.01%
+161
140
$4.35K ﹤0.01%
48
141
$4.17K ﹤0.01%
+30
142
$4.04K ﹤0.01%
+130
143
$3.71K ﹤0.01%
+67
144
$3.26K ﹤0.01%
16
145
$3.2K ﹤0.01%
+23
146
$2.94K ﹤0.01%
+115
147
$2.9K ﹤0.01%
+108
148
$2.73K ﹤0.01%
100
149
$2.58K ﹤0.01%
186
150
$2.52K ﹤0.01%
200
4 5
6
7 8