KC

Knuff & Co Portfolio holdings

AUM $345M
1-Year Est. Return 22.99%
This Quarter Est. Return
1 Year Est. Return
+22.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.04M
3
+$792K
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$739K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$513K

Top Sells

1
+$673K
2
+$570K
3
+$495K
4
ALGN icon
Align Technology
ALGN
+$443K
5
NVDA icon
NVIDIA
NVDA
+$432K

Sector Composition

1 Technology 32.7%
2 Consumer Staples 13.5%
3 Communication Services 12.6%
4 Healthcare 10.65%
5 Consumer Discretionary 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 1.07%
18,160
27
$3.28M 1.06%
45,554
+4,190
28
$3M 0.97%
8,023
-31
29
$2.95M 0.96%
8,576
-75
30
$2.9M 0.94%
27,209
-1,725
31
$2.89M 0.94%
11,959
-1,835
32
$2.52M 0.82%
25,362
-595
33
$2.4M 0.78%
13,185
-75
34
$2.32M 0.75%
32,796
-3,000
35
$2.31M 0.75%
23,805
36
$2.27M 0.74%
14,534
-125
37
$2.27M 0.74%
25,425
38
$2.23M 0.73%
9,650
39
$2.05M 0.66%
8,190
40
$1.87M 0.61%
24,802
-545
41
$1.81M 0.59%
64,759
-800
42
$1.64M 0.53%
10,288
-4,232
43
$1.51M 0.49%
12,220
-50
44
$1.38M 0.45%
5,260
45
$1.37M 0.45%
9,402
46
$1.36M 0.44%
21,300
-305
47
$1.35M 0.44%
7,875
-150
48
$1.29M 0.42%
5,694
49
$1.27M 0.41%
7,671
-304
50
$1.22M 0.4%
2,693
1
2
3 4 5