KC

Knuff & Co Portfolio holdings

AUM $332M
1-Year Est. Return 21.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$7.13M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$2.1M
5
PHM icon
Pultegroup
PHM
+$744K

Top Sells

1
+$4.39M
2
+$1.24M
3
+$904K
4
NFLX icon
Netflix
NFLX
+$574K
5
MNST icon
Monster Beverage
MNST
+$480K

Sector Composition

1 Technology 33.75%
2 Consumer Staples 13.3%
3 Consumer Discretionary 11.5%
4 Communication Services 10.9%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 1.04%
+11,529
27
$3.54M 1.03%
8,731
28
$3.27M 0.95%
9,844
29
$3.04M 0.88%
12,521
+50
30
$3.01M 0.87%
9,999
31
$2.78M 0.8%
24,867
-458
32
$2.76M 0.8%
56,275
-69,246
33
$2.57M 0.74%
34,005
-1,478
34
$2.32M 0.67%
8,252
35
$2.3M 0.67%
35,876
-496
36
$2.26M 0.65%
14,526
-62
37
$1.9M 0.55%
23,805
38
$1.78M 0.51%
5,200
39
$1.76M 0.51%
7,580
40
$1.7M 0.49%
21,000
41
$1.63M 0.47%
63,859
-71
42
$1.6M 0.46%
14,396
+2,034
43
$1.51M 0.44%
11,457
+5,992
44
$1.5M 0.43%
13,057
45
$1.44M 0.42%
7,757
-200
46
$1.4M 0.41%
16,692
47
$1.37M 0.4%
2,233
48
$1.28M 0.37%
19,300
49
$1.26M 0.36%
7,544
-400
50
$1.18M 0.34%
40,438
-200
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