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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
+17.15%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$130M
AUM Growth
+$28.4M
Cap. Flow
+$12.1M
Cap. Flow %
9.3%
Top 10 Hldgs %
52.16%
Holding
150
New
18
Increased
54
Reduced
16
Closed
17

Top Buys

1
ILMN icon
Illumina
ILMN
+$1.78M
2
TTD icon
Trade Desk
TTD
+$1.53M
3
OKTA icon
Okta
OKTA
+$1.08M
4
STZ icon
Constellation Brands
STZ
+$700K
5
NEE icon
NextEra Energy
NEE
+$693K

Top Sells

1
SWKS icon
Skyworks Solutions
SWKS
+$575K
2
LIN icon
Linde
LIN
+$515K
3
MET icon
MetLife
MET
+$216K
4
CTRA
Coterra Energy
CTRA
+$183K
5
DELL icon
Dell
DELL
+$148K

Sector Composition

1 Consumer Staples 18.53%
2 Industrials 18.46%
3 Technology 14.67%
4 Healthcare 13.56%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KSU
101
DELISTED
Kansas City Southern
KSU
$46K 0.04%
400
– –
BMY icon
102
Bristol-Myers Squibb
BMY
$124B
$45K 0.03%
940
– –
EPD icon
103
Enterprise Products Partners
EPD
$82.2B
$42K 0.03%
+1,450
New +$40.5K
IEFA icon
104
iShares Core MSCI EAFE ETF
IEFA
$187B
$41K 0.03%
+674
New +$39.8K
SLB icon
105
SLB Ltd
SLB
$70.4B
$39K 0.03%
900
-100
-10% -$4.32K
USB icon
106
US Bancorp
USB
$99.7B
$38K 0.03%
795
+675
+563% +$33.9K
KO icon
107
Coca-Cola
KO
$365B
$37K 0.03%
800
– –
NOW icon
108
ServiceNow
NOW
$107B
$37K 0.03%
+750
New +$33K
PM icon
109
Philip Morris
PM
$296B
$35K 0.03%
400
– –
BEN icon
110
Franklin Resources
BEN
$17.3B
$33K 0.03%
+1,000
New +$31.6K
IWM icon
111
iShares Russell 2000 ETF
IWM
$82.6B
$31K 0.02%
200
-200
-50% -$30.1K
BLK icon
112
Blackrock
BLK
$168B
$21K 0.02%
50
-20
-29% -$8.39K
KMI icon
113
Kinder Morgan
KMI
$72.4B
$20K 0.02%
+1,000
New +$18.7K
ADBE icon
114
Adobe
ADBE
$93.5B
$19K 0.01%
70
+20
+40% +$5.04K
VTI icon
115
Vanguard Total Stock Market ETF
VTI
$664B
$14K 0.01%
100
– –
AIG.WS
116
DELISTED
American International Group, Inc.
AIG.WS
$14K 0.01%
+2,500
New +$16.3K
WAB icon
117
Wabtec
WAB
$44.8B
$12K 0.01%
+162
New +$11.7K
FNDX icon
118
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
$11K 0.01%
903
– –
IEMG icon
119
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$10K 0.01%
+200
New +$10.1K
PGX icon
120
Invesco Preferred ETF
PGX
$3.91B
$10K 0.01%
689
– –
DG icon
121
Dollar General
DG
$28B
$9K 0.01%
75
– –
SCHX icon
122
Schwab US Large- Cap ETF
SCHX
$72.4B
$9K 0.01%
762
– –
PWZ icon
123
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.16B
$8K 0.01%
292
– –
CMF icon
124
iShares California Muni Bond ETF
CMF
$4.55B
$7K 0.01%
119
– –
SPIP icon
125
State Street SPDR Portfolio TIPS ETF
SPIP
$998M
$7K 0.01%
252
– –
2 3 4
5
6

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