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
201
$800 ﹤0.01%
+4
202
$791 ﹤0.01%
+31
203
$785 ﹤0.01%
+8
204
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+2
205
$767 ﹤0.01%
+3
206
$766 ﹤0.01%
+6
207
$743 ﹤0.01%
+7
208
$740 ﹤0.01%
+23
209
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+2
211
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+27
212
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214
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$668 ﹤0.01%
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217
$665 ﹤0.01%
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218
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+2
219
$620 ﹤0.01%
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220
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100
221
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222
$569 ﹤0.01%
11
223
$561 ﹤0.01%
50
224
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+2
225
$534 ﹤0.01%
+7
7 8
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10 11