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
$329M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$903K
3
+$684K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$504K
5
MPWR icon
Monolithic Power Systems
MPWR
+$419K

Top Sells

1
+$915K
2
+$807K
3
+$798K
4
SIRI icon
SiriusXM
SIRI
+$638K
5
ALGN icon
Align Technology
ALGN
+$614K

Sector Composition

1 Technology 33.48%
2 Communication Services 13.31%
3 Consumer Staples 12.91%
4 Consumer Discretionary 10.24%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 0.89%
9,817
+167
27
$2.9M 0.88%
6,845
-1,153
28
$2.63M 0.8%
25,425
29
$2.49M 0.76%
34,790
+275
30
$2.48M 0.75%
28,849
+268
31
$2.42M 0.74%
16,710
+861
32
$2.41M 0.73%
12,709
+205
33
$2.28M 0.69%
25,690
-700
34
$2.26M 0.69%
14,696
-2,838
35
$2.23M 0.68%
20,069
-130
36
$2.16M 0.66%
23,805
37
$2.15M 0.65%
37,432
38
$1.93M 0.59%
8,407
+149
39
$1.81M 0.55%
5,714
+454
40
$1.71M 0.52%
64,558
41
$1.71M 0.52%
10,249
-39
42
$1.58M 0.48%
20,927
-3,600
43
$1.48M 0.45%
2,577
-114
44
$1.4M 0.43%
7,894
+119
45
$1.38M 0.42%
8,252
46
$1.36M 0.41%
9,394
-72
47
$1.3M 0.39%
15,074
+7,953
48
$1.28M 0.39%
+14,461
49
$1.25M 0.38%
5,494
-200
50
$1.24M 0.38%
12,423
+303
1
2
3 4 5