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
$132M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$71.9K
3
+$58K
4
CP icon
Canadian Pacific Kansas City
CP
+$11.6K
5
ARCC icon
Ares Capital
ARCC
+$9.39K

Top Sells

1
+$2.38M
2
+$433K
3
+$295K
4
AAPL icon
Apple
AAPL
+$293K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$164K

Sector Composition

1 Technology 3.08%
2 Consumer Staples 1%
3 Communication Services 0.68%
4 Financials 0.3%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.47K ﹤0.01%
+150
127
$3.07K ﹤0.01%
200
128
$3.03K ﹤0.01%
200
129
$2.73K ﹤0.01%
16
130
$2.73K ﹤0.01%
100
131
$2.56K ﹤0.01%
186
132
$2.14K ﹤0.01%
14
133
$2.07K ﹤0.01%
33
134
$1.83K ﹤0.01%
51
135
$1.63K ﹤0.01%
100
136
$1.57K ﹤0.01%
157
+2
137
$1.54K ﹤0.01%
32
-2
138
$1.35K ﹤0.01%
29
-21
139
$1.31K ﹤0.01%
581
140
$1.24K ﹤0.01%
14
-66
141
$1.02K ﹤0.01%
17
-11
142
$1.01K ﹤0.01%
76
143
$969 ﹤0.01%
100
144
$804 ﹤0.01%
200
145
$793 ﹤0.01%
8
146
$760 ﹤0.01%
23
147
$725 ﹤0.01%
11
148
$638 ﹤0.01%
20
149
$609 ﹤0.01%
4
+3
150
$592 ﹤0.01%
50
4 5
6
7 8