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
$308M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.04M
3
+$792K
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$739K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$513K

Top Sells

1
+$673K
2
+$570K
3
+$495K
4
ALGN icon
Align Technology
ALGN
+$443K
5
NVDA icon
NVIDIA
NVDA
+$432K

Sector Composition

1 Technology 32.7%
2 Consumer Staples 13.5%
3 Communication Services 12.6%
4 Healthcare 10.65%
5 Consumer Discretionary 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.38%
8,252
52
$1.09M 0.35%
14,400
-833
53
$1.04M 0.34%
+42,048
54
$1.02M 0.33%
9,797
-375
55
$991K 0.32%
16,692
-612
56
$909K 0.3%
13,246
-5,325
57
$833K 0.27%
920
+153
58
$804K 0.26%
13,634
-2,771
59
$792K 0.26%
+15,500
60
$768K 0.25%
1,740
61
$764K 0.25%
12,200
+5,000
62
$756K 0.25%
2,940
63
$739K 0.24%
+3,747
64
$708K 0.23%
9,090
-597
65
$679K 0.22%
8,714
-498
66
$619K 0.2%
1,114
+40
67
$613K 0.2%
2,213
68
$608K 0.2%
19,643
69
$554K 0.18%
8,622
+1,300
70
$533K 0.17%
4,488
-1,003
71
$532K 0.17%
648
72
$531K 0.17%
1,700
73
$513K 0.17%
+26,712
74
$470K 0.15%
8,100
-5,400
75
$463K 0.15%
4,847
+920
1 2
3
4 5