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
$156M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$440K
3
+$385K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$351K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$176K

Top Sells

1
+$936K
2
+$800K
3
+$589K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$177K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$131K

Sector Composition

1 Technology 2.48%
2 Consumer Staples 0.96%
3 Communication Services 0.68%
4 Financials 0.33%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.54K ﹤0.01%
48
152
$5.38K ﹤0.01%
30
153
$4.9K ﹤0.01%
100
+51
154
$4.78K ﹤0.01%
121
155
$4.76K ﹤0.01%
+108
156
$3.84K ﹤0.01%
72
-1,175
157
$3.55K ﹤0.01%
154
158
$3.47K ﹤0.01%
100
159
$2.76K ﹤0.01%
186
160
$2.71K ﹤0.01%
+4
161
$2.7K ﹤0.01%
+14
162
$2.66K ﹤0.01%
+135
163
$2.66K ﹤0.01%
200
164
$2.6K ﹤0.01%
+29
165
$2.58K ﹤0.01%
38
166
$2.5K ﹤0.01%
+30
167
$2.47K ﹤0.01%
14
168
$2.43K ﹤0.01%
+25
169
$2.41K ﹤0.01%
+18
170
$2.31K ﹤0.01%
+18
171
$2.24K ﹤0.01%
+14
172
$2.18K ﹤0.01%
+17
173
$2.17K ﹤0.01%
+8
174
$2.16K ﹤0.01%
+14
175
$2.14K ﹤0.01%
+13
5 6
7
8 9