KC

Knuff & Co Portfolio holdings

AUM $339M
1-Year Est. Return 22.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$3M
2 +$1.16M
3 +$961K
4
AAPL icon
Apple
AAPL
+$752K
5
NOW icon
ServiceNow
NOW
+$620K

Top Sells

1 +$5.16M
2 +$4.26M
3 +$2.32M
4
AMT icon
American Tower
AMT
+$1.26M
5
VRSN icon
VeriSign
VRSN
+$1.11M

Sector Composition

1 Technology 35.46%
2 Consumer Staples 12.75%
3 Consumer Discretionary 10.56%
4 Communication Services 10.05%
5 Healthcare 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLK icon
101
State Street Technology Select Sector SPDR ETF
XLK
$88.2B
$93.6K 0.03%
650
CME icon
102
CME Group
CME
$117B
$81.9K 0.02%
300
VTEC icon
103
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.95B
$80.2K 0.02%
800
GRAB icon
104
Grab
GRAB
$17.1B
$79.8K 0.02%
16,000
+4,000
AGG icon
105
iShares Core US Aggregate Bond ETF
AGG
$140B
$75.9K 0.02%
760
-3,045
QXO
106
QXO Inc
QXO
$16.2B
$75.7K 0.02%
+3,925
ADI icon
107
Analog Devices
ADI
$172B
$74.6K 0.02%
275
CCJ icon
108
Cameco
CCJ
$54.8B
$68.6K 0.02%
+750
ORLY icon
109
O'Reilly Automotive
ORLY
$80B
$68.4K 0.02%
750
-250
IVV icon
110
iShares Core S&P 500 ETF
IVV
$750B
$65.1K 0.02%
95
TT icon
111
Trane Technologies
TT
$103B
$65K 0.02%
167
EBAY icon
112
eBay
EBAY
$39.8B
$61K 0.02%
700
RSP icon
113
Invesco S&P 500 Equal Weight ETF
RSP
$90.3B
$57.5K 0.02%
+300
TRMB icon
114
Trimble
TRMB
$16.3B
$54.8K 0.02%
700
SCHW icon
115
Charles Schwab
SCHW
$170B
$54.6K 0.02%
546
UUUU icon
116
Energy Fuels
UUUU
$5.63B
$54.5K 0.02%
+3,750
NXDR
117
Nextdoor Holdings
NXDR
$659M
$52.5K 0.02%
+25,000
PM icon
118
Philip Morris
PM
$286B
$48.1K 0.01%
300
XLV icon
119
State Street Health Care Select Sector SPDR ETF
XLV
$42.3B
$44.9K 0.01%
290
PSA icon
120
Public Storage
PSA
$54.6B
$37.9K 0.01%
+146
IVE icon
121
iShares S&P 500 Value ETF
IVE
$50.5B
$37.1K 0.01%
175
SMR icon
122
NuScale Power
SMR
$3.69B
$35.4K 0.01%
+2,500
QUS icon
123
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.59B
$32.7K 0.01%
188
HON icon
124
Honeywell
HON
$157B
$31.6K 0.01%
162
URNM icon
125
Sprott Uranium Miners ETF
URNM
$2.63B
$31.1K 0.01%
+567