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KC

Knuff & Co Portfolio holdings

AUM $332M
1-Year Est. Return 21.75%
This Fund
S&P 500
This Quarter Est. Return
-10.55%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow %
106.13%
Top 10 Hldgs %
55.36%
Holding
132
New
132
Increased
–
Reduced
–
Closed
–

Top Buys

1
PG icon
Procter & Gamble
PG
+$13.9M
2
BA icon
Boeing
BA
+$9.67M
3
XOM icon
ExxonMobil
XOM
+$7.94M
4
AAPL icon
Apple
AAPL
+$6.83M
5
EFX icon
Equifax
EFX
+$4.87M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.91%
2 Consumer Staples 18.88%
3 Technology 14.49%
4 Healthcare 13.41%
5 Energy 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
101
Vanguard Total Stock Market ETF
VTI
$664B
$13K 0.01%
+100
New +$13.8K
AGN
102
DELISTED
Allergan plc
AGN
$13K 0.01%
+95
New +$15.6K
ADBE icon
103
Adobe
ADBE
$93.5B
$11K 0.01%
+50
New +$12.1K
CVS icon
104
CVS Health
CVS
$136B
$11K 0.01%
+174
New +$13K
FNDX icon
105
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
$10K 0.01%
+903
New +$11.1K
PGX icon
106
Invesco Preferred ETF
PGX
$3.91B
$9K 0.01%
+689
New +$9.5K
DG icon
107
Dollar General
DG
$28B
$8K 0.01%
+75
New +$8.12K
PWZ icon
108
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.16B
$8K 0.01%
+292
New +$7.42K
SCHX icon
109
Schwab US Large- Cap ETF
SCHX
$72.4B
$8K 0.01%
+762
New +$8.18K
CMF icon
110
iShares California Muni Bond ETF
CMF
$4.55B
$7K 0.01%
+119
New +$6.85K
SPIP icon
111
State Street SPDR Portfolio TIPS ETF
SPIP
$998M
$7K 0.01%
+252
New +$6.77K
YUM icon
112
Yum! Brands
YUM
$41.9B
$7K 0.01%
+75
New +$6.71K
FNDA icon
113
Schwab Fundamental US Small Company Index ETF
FNDA
$9.29B
$6K 0.01%
+360
New +$6.59K
VEA icon
114
Vanguard FTSE Developed Markets ETF
VEA
$227B
$6K 0.01%
+145
New +$5.74K
CGNX icon
115
Cognex
CGNX
$10.6B
$5K ﹤0.01%
+135
New +$5.85K
HYD icon
116
VanEck High Yield Muni ETF
HYD
$4.49B
$5K ﹤0.01%
+80
New +$4.87K
RSG icon
117
Republic Services
RSG
$69.1B
$5K ﹤0.01%
+75
New +$5.49K
USB icon
118
US Bancorp
USB
$99.7B
$5K ﹤0.01%
+120
New +$6.18K
BB icon
119
BlackBerry
BB
$5.37B
$4K ﹤0.01%
+500
New +$4.41K
SCHA icon
120
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$4K ﹤0.01%
+232
New +$3.92K
SCHF icon
121
Schwab International Equity ETF
SCHF
$65.7B
$4K ﹤0.01%
+288
New +$4.41K
CXO
122
DELISTED
CONCHO RESOURCES INC.
CXO
$4K ﹤0.01%
+35
New +$4.64K
HAL icon
123
Halliburton
HAL
$29.3B
$3K ﹤0.01%
+100
New +$3.37K
HYLB icon
124
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$3K ﹤0.01%
+78
New +$3.02K
ITOT icon
125
iShares Core S&P Total US Stock Market ETF
ITOT
$94.6B
$3K ﹤0.01%
+46
New +$2.83K
2 3 4
5
6

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