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
176
$1.45K ﹤0.01%
+19
177
$1.44K ﹤0.01%
+98
178
$1.43K ﹤0.01%
+46
179
$1.41K ﹤0.01%
+42
180
$1.41K ﹤0.01%
+2
181
$1.4K ﹤0.01%
+6
182
$1.4K ﹤0.01%
+47
183
$1.38K ﹤0.01%
+2
184
$1.21K ﹤0.01%
6
+4
185
$1.18K ﹤0.01%
+15
186
$1.12K ﹤0.01%
+76
187
$1.1K ﹤0.01%
+9
188
$1.07K ﹤0.01%
+3
189
$1.05K ﹤0.01%
100
190
$1K ﹤0.01%
+2
191
$930 ﹤0.01%
+2
192
$915 ﹤0.01%
+14
193
$901 ﹤0.01%
+39
194
$900 ﹤0.01%
+12
195
$875 ﹤0.01%
+15
196
$858 ﹤0.01%
+3
197
$834 ﹤0.01%
8
198
$831 ﹤0.01%
+5
199
$830 ﹤0.01%
23
200
$826 ﹤0.01%
+2
6 7
8
9 10