KC

Knuff & Co Portfolio holdings

AUM $317M
1-Year Est. Return 22.9%
This Quarter Est. Return
1 Year Est. Return
+22.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$781K
3
+$710K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$684K
5
GTX icon
Garrett Motion
GTX
+$450K

Top Sells

1
+$587K
2
+$286K
3
+$239K
4
ANET icon
Arista Networks
ANET
+$220K
5
APPN icon
Appian
APPN
+$201K

Sector Composition

1 Consumer Staples 18.2%
2 Industrials 17.31%
3 Technology 15.05%
4 Healthcare 13.51%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$529K 0.38%
7,275
+140
52
$514K 0.37%
9,826
-1,202
53
$514K 0.37%
9,500
54
$480K 0.34%
31,250
+5,000
55
$474K 0.34%
3,739
+293
56
$452K 0.32%
2,625
+210
57
$413K 0.29%
4,925
+1,425
58
$385K 0.27%
4,703
59
$379K 0.27%
3,300
60
$357K 0.25%
4,411
+807
61
$333K 0.24%
4,888
-657
62
$333K 0.24%
5,125
63
$332K 0.24%
4,384
+1,760
64
$290K 0.21%
1,505
-175
65
$252K 0.18%
2,250
+525
66
$244K 0.17%
1,000
67
$230K 0.16%
1,515
+510
68
$218K 0.16%
740
+670
69
$208K 0.15%
565
+80
70
$199K 0.14%
+2,611
71
$190K 0.14%
2,500
+250
72
$188K 0.13%
45,840
-30,400
73
$179K 0.13%
610
+410
74
$175K 0.12%
2,000
75
$147K 0.1%
5,102
1 2
3
4 5