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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$16.1M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$13.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.3%
2 Consumer Staples 1.08%
3 Financials 0.51%
4 Communication Services 0.47%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$232 ﹤0.01%
+200
152
$208 ﹤0.01%
+40
153
$176 ﹤0.01%
+15
154
$174 ﹤0.01%
+100
155
$167 ﹤0.01%
+1
156
$133 ﹤0.01%
+1
157
$109 ﹤0.01%
+1
158
$39 ﹤0.01%
+7
159
– –
0
160
$32 ﹤0.01%
+1
161
$11 ﹤0.01%
+1
162
$3 ﹤0.01%
+1
163
– –
0
3 4 5 6
7