KC

Knuff & Co Portfolio holdings

AUM $332M
1-Year Est. Return 21.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$7.13M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$2.1M
5
PHM icon
Pultegroup
PHM
+$744K

Top Sells

1
+$4.39M
2
+$1.24M
3
+$904K
4
NFLX icon
Netflix
NFLX
+$574K
5
MNST icon
Monster Beverage
MNST
+$480K

Sector Composition

1 Technology 33.75%
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
51
$1.11M 0.32%
3,979
+751
52
$1.04M 0.3%
4,704
+415
53
$969K 0.28%
4,889
-1,246
54
$926K 0.27%
11,038
-650
55
$865K 0.25%
3,660
56
$854K 0.25%
10,095
+693
57
$852K 0.25%
6,362
-3,140
58
$845K 0.24%
1,486
59
$830K 0.24%
1,965
-147
60
$747K 0.22%
2,369
61
$689K 0.2%
2,908
-2
62
$617K 0.18%
1,735
+150
63
$563K 0.16%
5,283
64
$508K 0.15%
1,800
65
$506K 0.15%
550
+35
66
$506K 0.15%
3,602
-380
67
$484K 0.14%
10,738
-3,110
68
$448K 0.13%
1,816
69
$398K 0.12%
5,713
+1,488
70
$391K 0.11%
2,125
71
$381K 0.11%
+3,805
72
$376K 0.11%
5,011
+200
73
$354K 0.1%
2,858
74
$351K 0.1%
363
+313
75
$344K 0.1%
2,380
+836
1 2
3
4 5