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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
+27.47%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$183M
AUM Growth
+$44.8M
Cap. Flow
+$9.56M
Cap. Flow %
5.24%
Top 10 Hldgs %
44.86%
Holding
176
New
18
Increased
64
Reduced
25
Closed
21

Top Buys

1
PEP icon
PepsiCo
PEP
+$1.84M
2
ZTS icon
Zoetis
ZTS
+$1.78M
3
TDOC icon
Teladoc Health
TDOC
+$1.75M
4
CRM icon
Salesforce
CRM
+$1.72M
5
EA icon
Electronic Arts
EA
+$1.57M

Top Sells

1
TTD icon
Trade Desk
TTD
+$4.63M
2
ALGN icon
Align Technology
ALGN
+$2.62M
3
DIS icon
Walt Disney
DIS
+$1.46M
4
CMI icon
Cummins
CMI
+$655K
5
JPM icon
JPMorgan Chase
JPM
+$531K

Sector Composition

1 Technology 23.39%
2 Healthcare 17.02%
3 Consumer Staples 16.26%
4 Industrials 10.34%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
101
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$60K 0.03%
600
– –
WAB icon
102
Wabtec
WAB
$44.8B
$58K 0.03%
1,000
– –
PEG icon
103
Public Service Enterprise Group
PEG
$39.6B
$57K 0.03%
+1,166
New +$58.1K
VCSH icon
104
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$57K 0.03%
+695
New +$56.5K
BAC icon
105
Bank of America
BAC
$432B
$55K 0.03%
2,300
– –
WMT icon
106
Walmart Inc
WMT
$915B
$55K 0.03%
1,380
+180
+15% +$7.4K
PZC
107
DELISTED
PIMCO California Municipal Income Fund III
PZC
$54K 0.03%
+5,400
New +$52.6K
ALGN icon
108
CALL
Align Technology
ALGN
$12.8B
$52K 0.03%
600
– –
IBM icon
109
IBM
IBM
$206B
$46K 0.03%
395
– –
SWKS icon
110
CALL
Skyworks Solutions
SWKS
$8.67B
$46K 0.03%
1,000
– –
FTSD icon
111
Franklin Short Duration US Government ETF
FTSD
$298M
$43K 0.02%
+445
New +$42.5K
IVV icon
112
iShares Core S&P 500 ETF
IVV
$891B
$43K 0.02%
+140
New +$41.1K
LOW icon
113
Lowe's Companies
LOW
$121B
$43K 0.02%
320
+35
+12% +$4K
GSK icon
114
GSK
GSK
$106B
$41K 0.02%
800
– –
LLY icon
115
Eli Lilly
LLY
$1.04T
$41K 0.02%
250
– –
ROP icon
116
Roper Technologies
ROP
$36.8B
$39K 0.02%
100
-140
-58% -$50.2K
RDS.A
117
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$39K 0.02%
+1,200
New +$41.2K
FSLY icon
118
Fastly Inc
FSLY
$3.18B
$38K 0.02%
2,000
+300
+18% +$11.8K
CERN
119
DELISTED
Cerner Corp
CERN
$37K 0.02%
535
– –
CVX icon
120
Chevron
CVX
$366B
$36K 0.02%
400
– –
CMCSA icon
121
Comcast
CMCSA
$86.1B
$35K 0.02%
900
– –
SCHW
122
Charles Schwab
SCHW
$179B
$34K 0.02%
1,000
-3,600
-78% -$129K
VFC icon
123
VF Corp
VFC
$6.86B
$34K 0.02%
551
+351
+176% +$20.4K
RMD icon
124
ResMed
RMD
$29.4B
$32K 0.02%
168
– –
CHT icon
125
Chunghwa Telecom
CHT
$32.8B
$31K 0.02%
800
– –
3 4
5
6 7

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