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
$329M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$903K
3
+$684K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$504K
5
MPWR icon
Monolithic Power Systems
MPWR
+$419K

Top Sells

1
+$915K
2
+$807K
3
+$798K
4
SIRI icon
SiriusXM
SIRI
+$638K
5
ALGN icon
Align Technology
ALGN
+$614K

Sector Composition

1 Technology 33.48%
2 Communication Services 13.31%
3 Consumer Staples 12.91%
4 Consumer Discretionary 10.24%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$189K 0.06%
1,950
-470
102
$178K 0.05%
+5,126
103
$170K 0.05%
8,500
-2,489
104
$161K 0.05%
3,877
-855
105
$160K 0.05%
+1,450
106
$158K 0.05%
1,464
+106
107
$130K 0.04%
+1,750
108
$121K 0.04%
413
109
$120K 0.04%
+2,094
110
$118K 0.04%
973
+329
111
$117K 0.04%
1,058
112
$114K 0.03%
272
+22
113
$95.6K 0.03%
2,252
+252
114
$87.8K 0.03%
+1,000
115
$75.8K 0.02%
800
116
$75.6K 0.02%
325
117
$72.4K 0.02%
309
+109
118
$71.7K 0.02%
+2,000
119
$69K 0.02%
+1,108
120
$68.3K 0.02%
+135
121
$63.3K 0.02%
+344
122
$61.7K 0.02%
+167
123
$58.9K 0.02%
100
124
$58.4K 0.02%
275
125
$58.1K 0.02%
+735
3 4
5
6 7