KHC

Koesten Hirschmann & Crabtree Portfolio holdings

AUM $203M
1-Year Est. Return 17.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.08M
3
+$1.04M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$847K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$736K

Top Sells

1
+$698K
2
+$337K
3
+$211K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$151K
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$145K

Sector Composition

1 Technology 2.22%
2 Communication Services 0.81%
3 Consumer Staples 0.73%
4 Financials 0.35%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.2K 0.01%
+93
127
$14.9K 0.01%
60
128
$14.2K 0.01%
100
129
$14K 0.01%
+40
130
$13.5K 0.01%
615
+13
131
$13.4K 0.01%
25
132
$13.4K 0.01%
32
133
$13.3K 0.01%
236
-64
134
$13.1K 0.01%
+23
135
$13.1K 0.01%
192
136
$13.1K 0.01%
+124
137
$12.7K 0.01%
468
+177
138
$12.2K 0.01%
+233
139
$11.9K 0.01%
856
140
$11.5K 0.01%
+23
141
$11.3K 0.01%
193
+33
142
$11.1K 0.01%
70
143
$10.9K 0.01%
70
144
$10.5K 0.01%
+47
145
$10.4K 0.01%
151
146
$10.1K 0.01%
100
147
$10K 0.01%
+93
148
$9.95K 0.01%
140
149
$9.91K 0.01%
133
+23
150
$9.81K 0.01%
+23
4 5
6
7 8