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
76
$133K 0.09%
2,000
77
$127K 0.09%
2,825
78
$120K 0.09%
1,700
-1,000
79
$118K 0.08%
1,039
80
$108K 0.08%
2,000
81
$100K 0.07%
868
82
$86K 0.06%
235
+35
83
$84K 0.06%
970
+170
84
$80K 0.06%
1,700
-800
85
$74K 0.05%
1,300
86
$68K 0.05%
910
87
$68K 0.05%
1,200
-2,350
88
$67K 0.05%
2,300
-1,425
89
$66K 0.05%
1,465
+525
90
$59K 0.04%
1,400
91
$55K 0.04%
1,000
92
$52K 0.04%
395
93
$49K 0.03%
400
94
$44K 0.03%
260
95
$42K 0.03%
1,450
96
$41K 0.03%
800
97
$41K 0.03%
150
98
$37K 0.03%
200
-350
99
$32K 0.02%
800
-100
100
$31K 0.02%
2,500
2 3
4
5 6