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
176
$1.34K ﹤0.01%
56
177
$1.22K ﹤0.01%
17
178
$1.16K ﹤0.01%
6
179
$1.12K ﹤0.01%
200
180
$1.1K ﹤0.01%
20
181
$1.07K ﹤0.01%
100
182
$1.06K ﹤0.01%
5
183
$972 ﹤0.01%
23
184
$941 ﹤0.01%
27
185
$794 ﹤0.01%
20
186
$717 ﹤0.01%
14
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$667 ﹤0.01%
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$539 ﹤0.01%
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191
$436 ﹤0.01%
50
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$381 ﹤0.01%
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$315 ﹤0.01%
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$305 ﹤0.01%
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$292 ﹤0.01%
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$280 ﹤0.01%
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$273 ﹤0.01%
2
198
$270 ﹤0.01%
1
-40
199
$226 ﹤0.01%
21
200
$216 ﹤0.01%
3
5 6 7
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