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
$308M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.04M
3
+$792K
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$739K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$513K

Top Sells

1
+$673K
2
+$570K
3
+$495K
4
ALGN icon
Align Technology
ALGN
+$443K
5
NVDA icon
NVIDIA
NVDA
+$432K

Sector Composition

1 Technology 32.7%
2 Consumer Staples 13.5%
3 Communication Services 12.6%
4 Healthcare 10.65%
5 Consumer Discretionary 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.15%
3,167
+3,102
77
$445K 0.14%
2,202
78
$429K 0.14%
+17,004
79
$418K 0.14%
8,870
-985
80
$411K 0.13%
9,888
-510
81
$406K 0.13%
2,340
82
$377K 0.12%
1,816
83
$353K 0.11%
+2,058
84
$334K 0.11%
425
85
$331K 0.11%
1,702
86
$321K 0.1%
2,915
+2,115
87
$290K 0.09%
1,000
88
$287K 0.09%
1,116
89
$252K 0.08%
2,600
90
$245K 0.08%
3,375
+1,000
91
$244K 0.08%
1,157
-125
92
$215K 0.07%
1,000
93
$213K 0.07%
1,000
94
$212K 0.07%
+2,059
95
$209K 0.07%
949
96
$197K 0.06%
5,013
+1,510
97
$195K 0.06%
912
98
$173K 0.06%
1,000
99
$158K 0.05%
1,000
100
$136K 0.04%
1,358
2 3
4
5 6