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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
+7.77%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$345M
AUM Growth
+$27.6M
Cap. Flow
+$13.1M
Cap. Flow %
3.79%
Top 10 Hldgs %
50.67%
Holding
133
New
9
Increased
29
Reduced
34
Closed
10

Top Buys

1
NVO
Novo Nordisk
NVO
+$7.44M
2
BABA icon
Alibaba
BABA
+$7.13M
3
MDB icon
MongoDB
MDB
+$2.96M
4
AAPL icon
Apple
AAPL
+$2.1M
5
PHM icon
Pultegroup
PHM
+$744K

Top Sells

1
TTD icon
Trade Desk
TTD
+$4.39M
2
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.24M
3
FIS icon
Fidelity National Information Services
FIS
+$904K
4
NFLX icon
Netflix
NFLX
+$574K
5
MNST icon
Monster Beverage
MNST
+$480K

Sector Composition

1 Technology 33.74%
2 Consumer Staples 13.3%
3 Consumer Discretionary 11.5%
4 Communication Services 10.9%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
101
CME Group
CME
$89B
$81.1K 0.02%
300
– –
VTEC icon
102
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.82B
$79.8K 0.02%
+800
New +$78.3K
GRAB icon
103
Grab
GRAB
$15.3B
$72.2K 0.02%
+12,000
New +$63.7K
TT icon
104
Trane Technologies
TT
$105B
$70.5K 0.02%
167
– –
ADI icon
105
Analog Devices
ADI
$185B
$67.6K 0.02%
275
– –
EBAY icon
106
eBay
EBAY
$49.2B
$63.7K 0.02%
700
– –
IVV icon
107
iShares Core S&P 500 ETF
IVV
$891B
$63.6K 0.02%
95
-5
-5% -$3.22K
TRMB icon
108
Trimble
TRMB
$12.5B
$57.2K 0.02%
700
– –
META icon
109
Meta Platforms (Facebook)
META
$1.69T
$55.1K 0.02%
75
+15
+25% +$11.2K
SCHW
110
Charles Schwab
SCHW
$179B
$52.1K 0.02%
546
– –
PM icon
111
Philip Morris
PM
$296B
$48.7K 0.01%
300
– –
CAVA icon
112
CAVA Group
CAVA
$7.93B
$47.4K 0.01%
+785
New +$59.5K
ETN icon
113
Eaton
ETN
$154B
$41.5K 0.01%
111
– –
XLV icon
114
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$40.4K 0.01%
290
– –
IVE icon
115
iShares S&P 500 Value ETF
IVE
$49B
$36.1K 0.01%
175
-25
-13% -$5.02K
HON icon
116
Honeywell
HON
$71.7B
$34.1K 0.01%
172
– –
ICE icon
117
Intercontinental Exchange
ICE
$80.2B
$33.7K 0.01%
200
+25
+14% +$4.47K
QUS icon
118
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.55B
$32.2K 0.01%
188
– –
SPOT icon
119
Spotify
SPOT
$97.9B
$30K 0.01%
43
+8
+23% +$5.59K
SYK icon
120
Stryker
SYK
$127B
$29.6K 0.01%
80
– –
ANET icon
121
Arista Networks
ANET
$212B
$29.1K 0.01%
+200
New +$25.8K
VEA icon
122
Vanguard FTSE Developed Markets ETF
VEA
$227B
$28.6K 0.01%
478
-108
-18% -$6.29K
XYL icon
123
Xylem
XYL
$29.8B
$26.6K 0.01%
+180
New +$25K
ACN icon
124
Accenture
ACN
$88.5B
– –
-147
Closed -$43.9K
CELH icon
125
CALL
Celsius Holdings
CELH
$7.66B
– –
-2,000
Closed -$18.2K
2 3 4
5
6

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