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
176
$4.98K ﹤0.01%
600
+200
177
$4.98K ﹤0.01%
+35
178
$4.87K ﹤0.01%
+17
179
$4.8K ﹤0.01%
+17
180
$4.62K ﹤0.01%
24
+3
181
$4.6K ﹤0.01%
+88
182
$4.5K ﹤0.01%
64
+47
183
$4.48K ﹤0.01%
200
184
$4.37K ﹤0.01%
+23
185
$4.34K ﹤0.01%
+23
186
$4.31K ﹤0.01%
+121
187
$4.2K ﹤0.01%
+162
188
$4.2K ﹤0.01%
387
+187
189
$4.08K ﹤0.01%
+133
190
$4.02K ﹤0.01%
+350
191
$4.01K ﹤0.01%
46
+45
192
$3.97K ﹤0.01%
+35
193
$3.96K ﹤0.01%
100
194
$3.89K ﹤0.01%
+93
195
$3.84K ﹤0.01%
84
+4
196
$3.75K ﹤0.01%
161
+1
197
$3.7K ﹤0.01%
+47
198
$3.7K ﹤0.01%
88
199
$3.68K ﹤0.01%
+35
200
$3.66K ﹤0.01%
+33
6 7
8
9 10