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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
-6.54%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$276M
AUM Growth
-$46.9M
Cap. Flow
-$21.2M
Cap. Flow %
-7.69%
Top 10 Hldgs %
45.93%
Holding
160
New
8
Increased
25
Reduced
54
Closed
23

Top Buys

1
ETSY icon
Etsy
ETSY
+$3.71M
2
GS icon
Goldman Sachs
GS
+$1.09M
3
XOM icon
ExxonMobil
XOM
+$1.06M
4
DE icon
Deere & Co
DE
+$566K
5
TTD icon
Trade Desk
TTD
+$429K

Top Sells

1
EFX icon
Equifax
EFX
+$3.61M
2
ALB icon
Albemarle
ALB
+$2.98M
3
AI icon
C3.ai
AI
+$2.27M
4
CAT icon
Caterpillar
CAT
+$2.25M
5
BA icon
Boeing
BA
+$1.81M

Sector Composition

1 Technology 32.29%
2 Consumer Staples 14.03%
3 Healthcare 13.96%
4 Consumer Discretionary 9.29%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TGT icon
101
Target
TGT
$63.7B
$94K 0.03%
445
-5
-1% -$1.08K
IVE icon
102
iShares S&P 500 Value ETF
IVE
$49B
$83K 0.03%
530
– –
A icon
103
Agilent Technologies
A
$38.4B
$81K 0.03%
610
– –
BHP icon
104
BHP
BHP
$205B
$77K 0.03%
1,121
– –
XLV icon
105
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$68K 0.02%
500
– –
ZBH icon
106
Zimmer Biomet
ZBH
$18.1B
$65K 0.02%
507
-1,141
-69% -$138K
ACN icon
107
Accenture
ACN
$88.5B
$64K 0.02%
190
– –
CMG icon
108
Chipotle Mexican Grill
CMG
$43.9B
$62K 0.02%
1,950
-150
-7% -$4.52K
LOW icon
109
Lowe's Companies
LOW
$121B
$61K 0.02%
300
– –
CACC icon
110
Credit Acceptance
CACC
$6.67B
$54K 0.02%
+98
New +$53.4K
IVV icon
111
iShares Core S&P 500 ETF
IVV
$891B
$50K 0.02%
110
– –
AMGN icon
112
Amgen
AMGN
$201B
$48K 0.02%
200
– –
CP icon
113
Canadian Pacific Kansas City
CP
$82.5B
$48K 0.02%
576
– –
AVY icon
114
Avery Dennison
AVY
$12.5B
$45K 0.02%
261
+10
+4% +$1.86K
LLY icon
115
Eli Lilly
LLY
$1.04T
$43K 0.02%
150
– –
MDT icon
116
Medtronic
MDT
$107B
$42K 0.02%
380
– –
TJX icon
117
TJX Companies
TJX
$171B
$39K 0.01%
644
-1,110
-63% -$74.3K
ITW icon
118
Illinois Tool Works
ITW
$81.4B
$34K 0.01%
160
– –
SCHW
119
Charles Schwab
SCHW
$179B
$34K 0.01%
400
– –
LIN icon
120
Linde
LIN
$241B
$32K 0.01%
100
– –
ZM icon
121
Zoom
ZM
$27.2B
$32K 0.01%
275
– –
CCI icon
122
Crown Castle
CCI
$34.4B
$29K 0.01%
155
– –
ROK icon
123
Rockwell Automation
ROK
$52.2B
$28K 0.01%
100
– –
IBM icon
124
IBM
IBM
$206B
$26K 0.01%
200
-40
-17% -$5.22K
BLK icon
125
Blackrock
BLK
$168B
$21K 0.01%
27
– –
3 4
5
6 7

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