KHC

Koesten Hirschmann & Crabtree Portfolio holdings

AUM $203M
1-Year Est. Return 17.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.08M
3
+$1.04M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$847K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$736K

Top Sells

1
+$698K
2
+$337K
3
+$211K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$151K
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$145K

Sector Composition

1 Technology 2.22%
2 Communication Services 0.81%
3 Consumer Staples 0.73%
4 Financials 0.35%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.11K ﹤0.01%
72
152
$8.93K ﹤0.01%
+31
153
$8.79K ﹤0.01%
100
154
$8.5K ﹤0.01%
+47
155
$8.1K ﹤0.01%
68
156
$8.06K ﹤0.01%
+33
157
$7.95K ﹤0.01%
+109
158
$7.42K ﹤0.01%
100
159
$7.32K ﹤0.01%
37
160
$7K ﹤0.01%
+23
161
$6.97K ﹤0.01%
+93
162
$6.94K ﹤0.01%
100
163
$6.49K ﹤0.01%
+150
164
$6.48K ﹤0.01%
48
165
$6.22K ﹤0.01%
82
166
$6.12K ﹤0.01%
+89
167
$5.88K ﹤0.01%
500
168
$5.75K ﹤0.01%
25
169
$5.72K ﹤0.01%
+140
170
$5.64K ﹤0.01%
+87
171
$5.55K ﹤0.01%
+47
172
$5.43K ﹤0.01%
+23
173
$5.43K ﹤0.01%
+435
174
$5.36K ﹤0.01%
+23
175
$5.16K ﹤0.01%
+23
5 6
7
8 9