KHC

Koesten Hirschmann & Crabtree Portfolio holdings

AUM $210M
1-Year Est. Return 13.44%
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$54.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.06M
3
+$956K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$650K
5
ADTN icon
Adtran
ADTN
+$143K

Top Sells

1
+$626K
2
+$482K
3
+$294K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$162K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$119K

Sector Composition

1 Technology 2.2%
2 Consumer Staples 0.82%
3 Communication Services 0.73%
4 Financials 0.3%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.5K 0.01%
32
127
$10.8K 0.01%
+70
128
$10.6K 0.01%
+100
129
$10.5K 0.01%
+25
130
$10.4K 0.01%
151
131
$10.4K 0.01%
50
+20
132
$10.3K 0.01%
100
133
$9.95K 0.01%
60
134
$9.6K 0.01%
160
135
$9.21K 0.01%
72
136
$8.98K 0.01%
+30
137
$8.89K 0.01%
+140
138
$8.82K 0.01%
68
139
$8.69K 0.01%
100
140
$7.99K ﹤0.01%
291
141
$7.76K ﹤0.01%
500
142
$7.46K ﹤0.01%
37
143
$7.42K ﹤0.01%
+200
144
$7.18K ﹤0.01%
110
145
$7.09K ﹤0.01%
+100
146
$7.04K ﹤0.01%
100
147
$6.24K ﹤0.01%
82
148
$5.91K ﹤0.01%
25
149
$5.86K ﹤0.01%
48
150
$4.54K ﹤0.01%
200
4 5
6
7 8