KC

Knuff & Co Portfolio holdings

AUM $317M
1-Year Est. Return 22.9%
This Quarter Est. Return
1 Year Est. Return
+22.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$781K
3
+$710K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$684K
5
GTX icon
Garrett Motion
GTX
+$450K

Top Sells

1
+$587K
2
+$286K
3
+$239K
4
ANET icon
Arista Networks
ANET
+$220K
5
APPN icon
Appian
APPN
+$201K

Sector Composition

1 Consumer Staples 18.2%
2 Industrials 17.31%
3 Technology 15.05%
4 Healthcare 13.51%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31K 0.02%
200
102
$31K 0.02%
400
103
$29K 0.02%
+285
104
$28K 0.02%
+300
105
$23K 0.02%
50
106
$21K 0.01%
1,000
107
$19K 0.01%
256
-252
108
$15K 0.01%
100
109
$13K 0.01%
+256
110
$12K 0.01%
903
111
$10K 0.01%
75
112
$10K 0.01%
689
113
$9K 0.01%
762
114
$8K 0.01%
292
115
$7K 0.01%
119
116
$5K ﹤0.01%
80
117
$4K ﹤0.01%
500
118
$3K ﹤0.01%
78
119
$3K ﹤0.01%
156
120
$3K ﹤0.01%
165
121
$2K ﹤0.01%
82
122
– –
-5,847
123
– –
-1,000
124
– –
-4,000
125
– –
-1,200
2 3 4
5
6