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
$332M
AUM Growth
-$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1 +$4.09M
2 +$3.14M
3 +$3.01M
4
QXO
QXO Inc
QXO
+$2.85M
5
MELI icon
Mercado Libre
MELI
+$1.4M

Top Sells

1 +$2.67M
2 +$2.29M
3 +$1.25M
4
AMZN icon
Amazon
AMZN
+$815K
5
CELH icon
Celsius Holdings
CELH
+$608K

Sector Composition

1 Technology 33.65%
2 Consumer Staples 12.87%
3 Industrials 10.64%
4 Communication Services 10.07%
5 Consumer Discretionary 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BE icon
101
Bloom Energy
BE
$77.8B
$117K 0.04%
+865
ZTS icon
102
Zoetis
ZTS
$32.5B
$99.3K 0.03%
840
COF icon
103
Capital One
COF
$115B
$91.2K 0.03%
500
+49
CME icon
104
CME Group
CME
$93.1B
$88.6K 0.03%
300
OKLO
105
Oklo
OKLO
$11.6B
$86.8K 0.03%
1,750
-250
XLK icon
106
State Street Technology Select Sector SPDR ETF
XLK
$127B
$86.4K 0.03%
650
SPYV icon
107
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
$85K 0.03%
+1,502
ADP icon
108
Automatic Data Processing
ADP
$93.4B
$83.9K 0.03%
413
PANW icon
109
Palo Alto Networks
PANW
$244B
$81.9K 0.02%
511
+371
TT icon
110
Trane Technologies
TT
$99.1B
$69.6K 0.02%
167
ORLY icon
111
O'Reilly Automotive
ORLY
$71.8B
$69.2K 0.02%
750
UUUU icon
112
Energy Fuels
UUUU
$4.4B
$68.4K 0.02%
3,750
PM icon
113
Philip Morris
PM
$269B
$66.1K 0.02%
400
+100
SCHW icon
114
Charles Schwab
SCHW
$154B
$65.8K 0.02%
700
+154
EBAY icon
115
eBay
EBAY
$49B
$63.7K 0.02%
700
RSP icon
116
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
$57.6K 0.02%
300
DIVI icon
117
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.53B
$56.8K 0.02%
+1,428
TRMB icon
118
Trimble
TRMB
$13.6B
$45.7K 0.01%
700
CP icon
119
Canadian Pacific Kansas City
CP
$78.7B
$45.3K 0.01%
+576
AGG icon
120
iShares Core US Aggregate Bond ETF
AGG
$136B
$44.7K 0.01%
450
-310
IUS icon
121
Invesco RAFI Strategic US ETF
IUS
$857M
$41.9K 0.01%
+723
PSA icon
122
Public Storage
PSA
$51.9B
$39.5K 0.01%
146
IVE icon
123
iShares S&P 500 Value ETF
IVE
$50.2B
$37K 0.01%
175
XLV icon
124
State Street Health Care Select Sector SPDR ETF
XLV
$37.9B
$36.7K 0.01%
250
-40
HON icon
125
Honeywell
HON
$150B
$36.6K 0.01%
162