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
$130M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$480K
3
+$436K
4
VB icon
Vanguard Small-Cap ETF
VB
+$364K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$149K

Top Sells

1
+$179K
2
+$129K
3
+$99K
4
PFG icon
Principal Financial Group
PFG
+$88.7K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$46.4K

Sector Composition

1 Technology 3.42%
2 Consumer Staples 0.99%
3 Communication Services 0.55%
4 Financials 0.31%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.48K ﹤0.01%
54
-3
152
$2.36K ﹤0.01%
50
153
$2.25K ﹤0.01%
200
154
$2.06K ﹤0.01%
14
+1
155
$2.04K ﹤0.01%
33
156
$1.96K ﹤0.01%
100
157
$1.93K ﹤0.01%
+30
158
$1.92K ﹤0.01%
+26
159
$1.89K ﹤0.01%
+9
160
$1.89K ﹤0.01%
+4
161
$1.82K ﹤0.01%
+5
162
$1.8K ﹤0.01%
+8
163
$1.75K ﹤0.01%
+9
164
$1.74K ﹤0.01%
28
+11
165
$1.72K ﹤0.01%
+14
166
$1.68K ﹤0.01%
34
-1
167
$1.65K ﹤0.01%
+51
168
$1.56K ﹤0.01%
+40
169
$1.54K ﹤0.01%
581
170
$1.5K ﹤0.01%
155
+2
171
$1.47K ﹤0.01%
+58
172
$1.46K ﹤0.01%
+59
173
$1.46K ﹤0.01%
+58
174
$1.46K ﹤0.01%
+54
175
$1.45K ﹤0.01%
+47
5 6
7
8 9