KC

Knuff & Co Portfolio holdings

AUM $332M
1-Year Est. Return 21.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$7.13M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$2.1M
5
PHM icon
Pultegroup
PHM
+$744K

Top Sells

1
+$4.39M
2
+$1.24M
3
+$904K
4
NFLX icon
Netflix
NFLX
+$574K
5
MNST icon
Monster Beverage
MNST
+$480K

Sector Composition

1 Technology 33.75%
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
101
$79.8K 0.02%
+800
102
$72.2K 0.02%
+12,000
103
$70.5K 0.02%
167
104
$67.6K 0.02%
275
105
$63.7K 0.02%
700
106
$63.6K 0.02%
95
-5
107
$57.2K 0.02%
700
108
$55.1K 0.02%
75
+15
109
$52.1K 0.02%
546
110
$48.7K 0.01%
300
111
$47.4K 0.01%
+785
112
$41.5K 0.01%
111
113
$40.4K 0.01%
290
114
$36.1K 0.01%
175
-25
115
$34.1K 0.01%
172
116
$33.7K 0.01%
200
+25
117
$32.2K 0.01%
188
118
$30K 0.01%
43
+8
119
$29.6K 0.01%
80
120
$29.1K 0.01%
+200
121
$28.6K 0.01%
478
-108
122
$26.6K 0.01%
+180
123
– –
-147
124
– –
-220
125
– –
-13,437
2 3 4
5
6