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
76
$342K 0.1%
2,340
77
$341K 0.1%
1,000
78
$294K 0.09%
3,000
79
$284K 0.08%
5,322
80
$282K 0.08%
1,000
81
$244K 0.07%
2,797
82
$239K 0.07%
10,282
-3,000
83
$238K 0.07%
949
84
$222K 0.06%
363
85
$200K 0.06%
1,000
86
$200K 0.06%
262
-390
87
$171K 0.05%
4,375
88
$141K 0.04%
400
-325
89
$136K 0.04%
800
90
$129K 0.04%
272
-30
91
$129K 0.04%
700
92
$121K 0.04%
413
93
$119K 0.03%
2,500
94
$114K 0.03%
2,252
95
$108K 0.03%
1,000
+250
96
$98.9K 0.03%
1,500
-12,400
97
$95.9K 0.03%
451
-75
98
$91.6K 0.03%
650
99
$85.7K 0.02%
313
+4
100
$81.1K 0.02%
300
2 3
4
5 6