KC
Knuff & Co Portfolio holdings
AUM
$317M
1-Year Return
22.9%
This Quarter Return
+5.47%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$308M
AUM Growth
+$10.6M
(+3.6%)
Cap. Flow
+$112K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
49.07%
Holding
133
New
8
Increased
14
Reduced
47
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$1.27M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.04M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$792K |
| 4 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$739K |
| 5 |
Schwab International Equity ETF
SCHF
|
$513K |
Top Sells
| 1 |
GE Aerospace
GE
|
$673K |
| 2 |
Trade Desk
TTD
|
$570K |
| 3 |
Netflix
NFLX
|
$495K |
| 4 |
Align Technology
ALGN
|
$443K |
| 5 |
NVIDIA
NVDA
|
$432K |
Sector Composition
| 1 | Technology | 32.76% |
| 2 | Consumer Staples | 13.44% |
| 3 | Communication Services | 12.6% |
| 4 | Healthcare | 10.65% |
| 5 | Consumer Discretionary | 8.75% |
