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
$144M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$502K
3
+$426K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$420K
5
VB icon
Vanguard Small-Cap ETF
VB
+$327K

Top Sells

1
+$767K
2
+$337K
3
+$313K
4
CYBR icon
CyberArk
CYBR
+$128K
5
CL icon
Colgate-Palmolive
CL
+$79.7K

Sector Composition

1 Technology 2.6%
2 Consumer Staples 0.9%
3 Communication Services 0.58%
4 Financials 0.34%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.01K 0.01%
84
-23
127
$8.53K 0.01%
100
128
$8.1K 0.01%
103
129
$7.98K 0.01%
68
130
$7.88K 0.01%
151
131
$6.54K ﹤0.01%
+131
132
$6.49K ﹤0.01%
+120
133
$6.46K ﹤0.01%
160
134
$6.3K ﹤0.01%
+99
135
$5.44K ﹤0.01%
37
136
$5.43K ﹤0.01%
118
+14
137
$5.25K ﹤0.01%
88
138
$5.05K ﹤0.01%
48
139
$4.85K ﹤0.01%
+121
140
$4.58K ﹤0.01%
30
141
$3.95K ﹤0.01%
+70
142
$3.7K ﹤0.01%
100
143
$3.58K ﹤0.01%
154
+2
144
$2.59K ﹤0.01%
186
145
$2.47K ﹤0.01%
38
+5
146
$2.44K ﹤0.01%
200
147
$2.42K ﹤0.01%
49
+5
148
$2.35K ﹤0.01%
+74
149
$2.27K ﹤0.01%
14
150
$1.74K ﹤0.01%
161
+2
4 5
6
7 8