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
$174M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.31M
3
+$1.21M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$689K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$430K

Top Sells

1
+$490K
2
+$141K
3
+$90.4K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$64K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.9K

Sector Composition

1 Technology 2.78%
2 Consumer Staples 0.86%
3 Communication Services 0.77%
4 Financials 0.33%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.63K ﹤0.01%
76
152
$2.59K ﹤0.01%
14
153
$2.51K ﹤0.01%
38
154
$2.27K ﹤0.01%
108
+25
155
$2.09K ﹤0.01%
168
+2
156
$1.98K ﹤0.01%
200
157
$1.91K ﹤0.01%
84
158
$1.84K ﹤0.01%
16
159
$1.79K ﹤0.01%
+100
160
$1.76K ﹤0.01%
9
161
$1.73K ﹤0.01%
39
+6
162
$1.68K ﹤0.01%
16
163
$1.66K ﹤0.01%
14
164
$1.53K ﹤0.01%
+200
165
$1.5K ﹤0.01%
100
166
$1.5K ﹤0.01%
24
167
$1.26K ﹤0.01%
6
168
$1.21K ﹤0.01%
5
169
$1.2K ﹤0.01%
56
170
$1.1K ﹤0.01%
23
171
$1.09K ﹤0.01%
27
172
$1.06K ﹤0.01%
17
173
$1.06K ﹤0.01%
20
174
$903 ﹤0.01%
170
-137
175
$766 ﹤0.01%
14
-72
5 6
7
8 9