KC

Knuff & Co Portfolio holdings

AUM $339M
1-Year Est. Return 22.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.87M
3
+$3M
4
VRSN icon
VeriSign
VRSN
+$712K
5
WM icon
Waste Management
WM
+$493K

Top Sells

1
+$6.77M
2
+$1.49M
3
+$1.29M
4
MELI icon
Mercado Libre
MELI
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$901K

Sector Composition

1 Technology 31.9%
2 Consumer Staples 14.48%
3 Communication Services 13.7%
4 Consumer Discretionary 9.31%
5 Healthcare 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 0.99%
9,844
27
$2.7M 0.85%
6,669
-3,559
28
$2.67M 0.84%
25,325
-100
29
$2.57M 0.81%
9,999
-250
30
$2.56M 0.81%
36,372
-1,060
31
$2.46M 0.78%
35,483
-3,506
32
$2.2M 0.69%
12,471
+35
33
$2.16M 0.68%
23,805
34
$2.09M 0.66%
14,588
-4,420
35
$1.85M 0.58%
5,200
-460
36
$1.8M 0.57%
8,252
37
$1.62M 0.51%
13,057
-1,031
38
$1.55M 0.49%
63,930
+71
39
$1.41M 0.44%
7,580
-314
40
$1.37M 0.43%
12,362
41
$1.37M 0.43%
19,300
42
$1.34M 0.42%
16,692
43
$1.32M 0.41%
21,000
-6,581
44
$1.29M 0.41%
9,502
+240
45
$1.27M 0.4%
7,944
-94
46
$1.24M 0.39%
13,437
-3,196
47
$1.22M 0.38%
7,957
48
$1.21M 0.38%
6,135
-135
49
$1.18M 0.37%
2,233
50
$1.13M 0.36%
13,900
1
2
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