KC

Knuff & Co Portfolio holdings

AUM $345M
1-Year Est. Return 22.99%
This Quarter Est. Return
1 Year Est. Return
+22.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.04M
3
+$792K
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$739K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$513K

Top Sells

1
+$673K
2
+$570K
3
+$495K
4
ALGN icon
Align Technology
ALGN
+$443K
5
NVDA icon
NVIDIA
NVDA
+$432K

Sector Composition

1 Technology 32.7%
2 Consumer Staples 13.5%
3 Communication Services 12.6%
4 Healthcare 10.65%
5 Consumer Discretionary 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$126K 0.04%
1,000
102
$123K 0.04%
1,270
-100
103
$110K 0.04%
250
104
$109K 0.04%
1,001
105
$98.6K 0.03%
413
106
$73.5K 0.02%
325
107
$73K 0.02%
650
108
$71.4K 0.02%
750
109
$71.2K 0.02%
2,000
110
$70.9K 0.02%
644
111
$65.6K 0.02%
450
-50
112
$65K 0.02%
826
113
$62.8K 0.02%
275
114
$59.1K 0.02%
413
-497
115
$57.6K 0.02%
190
116
$54.9K 0.02%
6,387
-6,500
117
$54.7K 0.02%
100
118
$50.7K 0.02%
700
119
$47.6K 0.02%
200
120
$47.3K 0.02%
400
121
$46.6K 0.02%
256
122
$39.1K 0.01%
700
123
$37.6K 0.01%
700
124
$31.5K 0.01%
40
125
$29.4K 0.01%
2,000
2 3 4
5
6