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
$144M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$502K
3
+$426K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$420K
5
VB icon
Vanguard Small-Cap ETF
VB
+$327K

Top Sells

1
+$767K
2
+$337K
3
+$313K
4
CYBR icon
CyberArk
CYBR
+$128K
5
CL icon
Colgate-Palmolive
CL
+$79.7K

Sector Composition

1 Technology 2.6%
2 Consumer Staples 0.9%
3 Communication Services 0.58%
4 Financials 0.34%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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208
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209
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5 6 7 8
9