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
$329M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$903K
3
+$684K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$504K
5
MPWR icon
Monolithic Power Systems
MPWR
+$419K

Top Sells

1
+$915K
2
+$807K
3
+$798K
4
SIRI icon
SiriusXM
SIRI
+$638K
5
ALGN icon
Align Technology
ALGN
+$614K

Sector Composition

1 Technology 33.48%
2 Communication Services 13.31%
3 Consumer Staples 12.91%
4 Consumer Discretionary 10.24%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.37%
19,366
-1,934
52
$1.17M 0.36%
16,692
53
$1.16M 0.35%
14,400
54
$1.16M 0.35%
12,562
-714
55
$1.11M 0.34%
2,107
+362
56
$1.1M 0.33%
48,332
-27,998
57
$1.09M 0.33%
41,823
58
$1.05M 0.32%
9,287
-510
59
$1.01M 0.31%
6,657
-250
60
$983K 0.3%
2,940
61
$923K 0.28%
1,806
+1,766
62
$814K 0.25%
1,376
+708
63
$792K 0.24%
10,126
+900
64
$771K 0.23%
2,213
65
$754K 0.23%
3,545
-50
66
$746K 0.23%
8,175
67
$735K 0.22%
2,233
+175
68
$694K 0.21%
899
-139
69
$656K 0.2%
6,441
70
$636K 0.19%
11,238
71
$555K 0.17%
2,315
+113
72
$540K 0.16%
8,950
+5,130
73
$540K 0.16%
6,325
-775
74
$526K 0.16%
2,521
-2,947
75
$504K 0.15%
+860
1 2
3
4 5