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
$156M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$440K
3
+$385K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$351K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$176K

Top Sells

1
+$936K
2
+$800K
3
+$589K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$177K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$131K

Sector Composition

1 Technology 2.48%
2 Consumer Staples 0.96%
3 Communication Services 0.68%
4 Financials 0.33%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.9K 0.01%
90
127
$11.9K 0.01%
455
-58
128
$11.8K 0.01%
48
129
$11.8K 0.01%
100
130
$11.2K 0.01%
538
131
$10.8K 0.01%
238
132
$10.3K 0.01%
192
133
$9.9K 0.01%
228
+2
134
$9.88K 0.01%
72
135
$9.85K 0.01%
537
136
$9.81K 0.01%
1,655
137
$9.49K 0.01%
60
138
$9.49K 0.01%
162
139
$9.05K 0.01%
+310
140
$8.96K 0.01%
68
141
$8.89K 0.01%
103
142
$8.32K 0.01%
37
143
$8.06K 0.01%
151
144
$7.64K ﹤0.01%
200
145
$7.29K ﹤0.01%
161
+43
146
$6.98K ﹤0.01%
160
147
$6.66K ﹤0.01%
131
148
$6.52K ﹤0.01%
100
149
$6.08K ﹤0.01%
55
-29
150
$5.72K ﹤0.01%
88
4 5
6
7 8