KHC

Koesten Hirschmann & Crabtree Portfolio holdings

AUM $210M
1-Year Est. Return 13.44%
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$54.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.06M
3
+$956K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$650K
5
ADTN icon
Adtran
ADTN
+$143K

Top Sells

1
+$626K
2
+$482K
3
+$294K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$162K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$119K

Sector Composition

1 Technology 2.2%
2 Consumer Staples 0.82%
3 Communication Services 0.73%
4 Financials 0.3%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.34K ﹤0.01%
88
152
$4.12K ﹤0.01%
100
153
$3.98K ﹤0.01%
21
+3
154
$3.7K ﹤0.01%
160
+1
155
$3.65K ﹤0.01%
80
-133
156
$3.1K ﹤0.01%
100
157
$2.96K ﹤0.01%
186
158
$2.68K ﹤0.01%
+400
159
$2.65K ﹤0.01%
38
160
$2.65K ﹤0.01%
14
161
$2.61K ﹤0.01%
121
+13
162
$2.51K ﹤0.01%
+60
163
$2.39K ﹤0.01%
76
164
$2.34K ﹤0.01%
48
-71
165
$2.01K ﹤0.01%
200
166
$1.99K ﹤0.01%
44
+5
167
$1.81K ﹤0.01%
7
+6
168
$1.81K ﹤0.01%
84
169
$1.76K ﹤0.01%
16
170
$1.75K ﹤0.01%
9
171
$1.6K ﹤0.01%
16
172
$1.58K ﹤0.01%
24
173
$1.56K ﹤0.01%
14
174
$1.48K ﹤0.01%
170
+2
175
$1.42K ﹤0.01%
100
5 6
7
8 9