KC

Knuff & Co Portfolio holdings

AUM $339M
1-Year Est. Return 22.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.87M
3
+$3M
4
VRSN icon
VeriSign
VRSN
+$712K
5
WM icon
Waste Management
WM
+$493K

Top Sells

1
+$6.77M
2
+$1.49M
3
+$1.29M
4
MELI icon
Mercado Libre
MELI
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$901K

Sector Composition

1 Technology 31.9%
2 Consumer Staples 14.48%
3 Communication Services 13.7%
4 Consumer Discretionary 9.31%
5 Healthcare 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.35%
40,638
-984
52
$981K 0.31%
4,289
+2,126
53
$932K 0.29%
3,228
+2,628
54
$925K 0.29%
11,688
-417
55
$862K 0.27%
9,402
+1,162
56
$842K 0.27%
3,660
-184
57
$835K 0.26%
1,486
-651
58
$794K 0.25%
2,910
-25
59
$692K 0.22%
2,112
60
$687K 0.22%
2,369
61
$641K 0.2%
13,848
-1,690
62
$587K 0.18%
5,465
-322
63
$533K 0.17%
5,283
-175
64
$526K 0.17%
3,982
+18
65
$508K 0.16%
652
-443
66
$503K 0.16%
1,800
+77
67
$485K 0.15%
1,816
68
$483K 0.15%
1,585
+250
69
$437K 0.14%
2,125
70
$377K 0.12%
515
-152
71
$365K 0.11%
2,340
72
$356K 0.11%
4,811
-5,465
73
$337K 0.11%
2,858
+6
74
$305K 0.1%
13,282
-36,050
75
$300K 0.09%
4,225
-10,277
1 2
3
4 5