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KC
Knuff & Co Portfolio holdings
AUM
$332M
1-Year Est. Return
21.75%
This Fund
S&P 500
This Quarter
Est. Return
+7.77%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$345M
AUM Growth
+$27.6M
(+8.7%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
50.67%
Holding
133
New
9
Increased
29
Reduced
34
Closed
10
Top Buys
| 1 |
NVO
Novo Nordisk
NVO
|
+$7.44M |
| 2 |
Alibaba
BABA
|
+$7.13M |
| 3 |
MongoDB
MDB
|
+$2.96M |
| 4 |
Apple
AAPL
|
+$2.1M |
| 5 |
Pultegroup
PHM
|
+$744K |
Top Sells
| 1 |
Trade Desk
TTD
|
+$4.39M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.24M |
| 3 |
Fidelity National Information Services
FIS
|
+$904K |
| 4 |
Netflix
NFLX
|
+$574K |
| 5 |
Monster Beverage
MNST
|
+$480K |
Sector Composition
| 1 | Technology | 33.74% |
| 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
MongoDB
MDB
$26.4B
| $3.58M | 1.04% |
+11,529
| New | +$2.96M |
|
27
Home Depot
HD
$347B
| $3.54M | 1.02% |
8,731
| – | – |
|
28
American Express
AXP
$247B
| $3.27M | 0.95% |
9,844
| – | – |
|
29
Alphabet (Google) Class A
GOOGL
$4.33T
| $3.04M | 0.88% |
12,521
+50
| +0.4% | +$10.5K |
|
30
GE Aerospace
GE
$361B
| $3.01M | 0.87% |
9,999
| – | – |
|
31
Aflac
AFL
$62.6B
| $2.78M | 0.8% |
24,867
-458
| -2% | -$48.1K |
|
|
32
Trade Desk
TTD
$8.99B
| $2.76M | 0.8% |
56,275
-69,246
| -55% | -$4.39M |
|
33
NextEra Energy
NEE
$186B
| $2.57M | 0.74% |
34,005
-1,478
| -4% | -$108K |
|
34
Oracle
ORCL
$358B
| $2.32M | 0.67% |
8,252
| – | – |
|
35
Microchip Technology
MCHP
$44.4B
| $2.3M | 0.67% |
35,876
-496
| -1% | -$33.6K |
|
36
Chevron
CVX
$366B
| $2.26M | 0.65% |
14,526
-62
| -0.4% | -$9.6K |
|
37
Colgate-Palmolive
CL
$75.3B
| $1.9M | 0.55% |
23,805
| – | – |
|
38
Visa
V
$694B
| $1.78M | 0.51% |
5,200
| – | – |
|
39
AbbVie
ABBV
$449B
| $1.76M | 0.51% |
7,580
| – | – |
|
40
Albemarle
ALB
$14.1B
| $1.7M | 0.49% |
21,000
| – | – |
|
41
Pfizer
PFE
$143B
| $1.63M | 0.47% |
63,859
-71
| -0.1% | -$1.75K |
|
42
Gilead Sciences
GILD
$169B
| $1.6M | 0.46% |
14,396
+2,034
| +16% | +$231K |
|
|
43
Pultegroup
PHM
$24.6B
| $1.51M | 0.44% |
11,457
+5,992
| +110% | +$744K |
|
44
Walt Disney
DIS
$173B
| $1.5M | 0.43% |
13,057
| – | – |
|
45
Johnson & Johnson
JNJ
$602B
| $1.44M | 0.42% |
7,757
-200
| -3% | -$34.3K |
|
46
Wells Fargo
WFC
$267B
| $1.4M | 0.41% |
16,692
| – | – |
|
47
GE Vernova
GEV
$278B
| $1.37M | 0.4% |
2,233
| – | – |
|
48
Coca-Cola
KO
$365B
| $1.28M | 0.37% |
19,300
| – | – |
|
49
Qualcomm
QCOM
$180B
| $1.26M | 0.36% |
7,544
-400
| -5% | -$63.4K |
|
|
SCHV
50
Schwab US Large-Cap Value ETF
SCHV
$15.6B
| $1.18M | 0.34% |
40,438
-200
| -0.5% | -$5.68K |
|
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