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
$174M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.31M
3
+$1.21M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$689K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$430K

Top Sells

1
+$490K
2
+$141K
3
+$90.4K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$64K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.9K

Sector Composition

1 Technology 2.78%
2 Consumer Staples 0.86%
3 Communication Services 0.77%
4 Financials 0.33%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10.7K 0.01%
500
127
$10.4K 0.01%
310
128
$9.56K 0.01%
213
+23
129
$9.52K 0.01%
72
130
$9.39K 0.01%
110
131
$9.29K 0.01%
151
132
$8.68K 0.01%
60
133
$8.47K ﹤0.01%
37
134
$8.42K ﹤0.01%
100
135
$8.37K ﹤0.01%
160
136
$8.25K ﹤0.01%
68
137
$7.86K ﹤0.01%
291
+2
138
$7.43K ﹤0.01%
100
139
$6.17K ﹤0.01%
48
140
$5.84K ﹤0.01%
119
+7
141
$5.7K ﹤0.01%
25
-23
142
$5.42K ﹤0.01%
82
143
$5.25K ﹤0.01%
30
144
$5.14K ﹤0.01%
+100
145
$4.35K ﹤0.01%
88
146
$4.01K ﹤0.01%
+200
147
$3.6K ﹤0.01%
159
+1
148
$3.5K ﹤0.01%
18
+3
149
$2.9K ﹤0.01%
100
150
$2.89K ﹤0.01%
186
4 5
6
7 8