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
176
$2.05K ﹤0.01%
+45
177
$2.04K ﹤0.01%
+17
178
$1.94K ﹤0.01%
163
+2
179
$1.91K ﹤0.01%
+53
180
$1.91K ﹤0.01%
100
181
$1.86K ﹤0.01%
10
+2
182
$1.79K ﹤0.01%
+14
183
$1.75K ﹤0.01%
+6
184
$1.74K ﹤0.01%
+16
185
$1.72K ﹤0.01%
+9
186
$1.65K ﹤0.01%
76
187
$1.64K ﹤0.01%
14
188
$1.57K ﹤0.01%
+17
189
$1.57K ﹤0.01%
+17
190
$1.37K ﹤0.01%
+27
191
$1.2K ﹤0.01%
56
192
$1.19K ﹤0.01%
59
+16
193
$1.17K ﹤0.01%
+55
194
$1.08K ﹤0.01%
+68
195
$1.04K ﹤0.01%
17
196
$1.03K ﹤0.01%
23
197
$983 ﹤0.01%
20
198
$914 ﹤0.01%
22
+5
199
$740 ﹤0.01%
11
200
$732 ﹤0.01%
8
6 7
8
9 10