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KC

Knuff & Co Portfolio holdings

AUM $332M
1-Year Est. Return 21.75%
This Fund
S&P 500
This Quarter Est. Return
+3.23%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$267M
AUM Growth
-$1.81M
Cap. Flow
-$6.65M
Cap. Flow %
-2.49%
Top 10 Hldgs %
44.38%
Holding
172
New
4
Increased
19
Reduced
34
Closed
13

Top Buys

1
COHR icon
Coherent
COHR
+$1.1M
2
TTD icon
Trade Desk
TTD
+$781K
3
UPS icon
United Parcel Service
UPS
+$498K
4
AI icon
C3.ai
AI
+$370K
5
ILMN icon
Illumina
ILMN
+$88.3K

Top Sells

1
BABA icon
Alibaba
BABA
+$3.9M
2
TDOC icon
Teladoc Health
TDOC
+$2.56M
3
WMB icon
Williams Companies
WMB
+$664K
4
MNST icon
Monster Beverage
MNST
+$302K
5
VZ icon
Verizon
VZ
+$291K

Sector Composition

1 Technology 29.51%
2 Healthcare 16.12%
3 Consumer Staples 12.85%
4 Industrials 10.62%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
76
Cummins
CMI
$89.4B
$209K 0.08%
930
– –
IGIB icon
77
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$204K 0.08%
3,400
– –
ZTS icon
78
Zoetis
ZTS
$32.2B
$182K 0.07%
940
– –
NET icon
79
Cloudflare
NET
$96.7B
$173K 0.06%
1,538
– –
PGR icon
80
Progressive
PGR
$120B
$167K 0.06%
1,846
– –
TRMB icon
81
Trimble
TRMB
$12.5B
$165K 0.06%
2,000
– –
FSLY icon
82
Fastly Inc
FSLY
$3.18B
$158K 0.06%
3,900
– –
APD icon
83
Air Products & Chemicals
APD
$66.2B
$154K 0.06%
600
– –
XLK icon
84
State Street Technology Select Sector SPDR ETF
XLK
$116B
$149K 0.06%
2,000
– –
BAC icon
85
Bank of America
BAC
$432B
$134K 0.05%
3,150
– –
RSG icon
86
Republic Services
RSG
$69.1B
$131K 0.05%
1,095
– –
SJM icon
87
J.M. Smucker
SJM
$12.2B
$129K 0.05%
1,072
– –
MDLZ icon
88
Mondelez International
MDLZ
$78.8B
$116K 0.04%
2,000
– –
TJX icon
89
TJX Companies
TJX
$171B
$116K 0.04%
1,754
– –
TGT icon
90
Target
TGT
$63.7B
$103K 0.04%
450
– –
KMI icon
91
Kinder Morgan
KMI
$72.4B
$102K 0.04%
6,090
– –
A icon
92
Agilent Technologies
A
$38.4B
$96K 0.04%
610
– –
IJH icon
93
iShares Core S&P Mid-Cap ETF
IJH
$123B
$94K 0.04%
1,795
– –
IWR icon
94
iShares Russell Mid-Cap ETF
IWR
$57B
$94K 0.04%
1,208
– –
CSCO icon
95
Cisco
CSCO
$432B
$92K 0.03%
1,685
– –
SNOW icon
96
Snowflake
SNOW
$93.6B
$91K 0.03%
300
– –
APTV icon
97
Aptiv
APTV
$12.5B
$90K 0.03%
606
– –
FBIN icon
98
Fortune Brands Innovations
FBIN
$6.28B
$89K 0.03%
1,170
– –
PLD icon
99
Prologis
PLD
$140B
$88K 0.03%
700
– –
WAB icon
100
Wabtec
WAB
$44.8B
$86K 0.03%
1,000
– –
2 3
4
5 6

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