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
$329M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$903K
3
+$684K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$504K
5
MPWR icon
Monolithic Power Systems
MPWR
+$419K

Top Sells

1
+$915K
2
+$807K
3
+$798K
4
SIRI icon
SiriusXM
SIRI
+$638K
5
ALGN icon
Align Technology
ALGN
+$614K

Sector Composition

1 Technology 33.48%
2 Communication Services 13.31%
3 Consumer Staples 12.91%
4 Consumer Discretionary 10.24%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.15%
7,322
77
$495K 0.15%
1,114
78
$490K 0.15%
4,497
-250
79
$451K 0.14%
425
80
$449K 0.14%
1,723
+23
81
$435K 0.13%
1,816
82
$432K 0.13%
1,000
83
$410K 0.12%
8,050
+1,050
84
$381K 0.12%
2,340
85
$364K 0.11%
9,507
-303
86
$349K 0.11%
6,600
-50
87
$348K 0.11%
+3,021
88
$323K 0.1%
1,335
+335
89
$319K 0.1%
1,702
90
$287K 0.09%
6,824
+1,686
91
$263K 0.08%
1,000
92
$249K 0.08%
+1,981
93
$248K 0.08%
1,005
94
$244K 0.07%
1,189
+833
95
$220K 0.07%
1,000
96
$213K 0.06%
942
+30
97
$210K 0.06%
+520
98
$202K 0.06%
1,000
99
$197K 0.06%
+2,797
100
$190K 0.06%
1,000
2 3
4
5 6