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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
-10.55%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
106.13%
Top 10 Holdings %
Top 10 Hldgs %
55.36%
Holding
132
New
132
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Procter & Gamble
PG
|
+$13.9M |
| 2 |
Boeing
BA
|
+$9.67M |
| 3 |
ExxonMobil
XOM
|
+$7.94M |
| 4 |
Apple
AAPL
|
+$6.83M |
| 5 |
Equifax
EFX
|
+$4.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 19.91% |
| 2 | Consumer Staples | 18.88% |
| 3 | Technology | 14.49% |
| 4 | Healthcare | 13.41% |
| 5 | Energy | 9.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
| $3K | ﹤0.01% |
+173
| New | +$3.5K |
|
127
Schwab US REIT ETF
SCHH
$11.6B
| $3K | ﹤0.01% |
+156
| New | +$3.19K |
|
128
Schwab US Mid-Cap ETF
SCHM
$14.6B
| $3K | ﹤0.01% |
+165
| New | +$2.88K |
|
129
TJX Companies
TJX
$171B
| $3K | ﹤0.01% |
+70
| New | +$3.54K |
|
130
Yum China
YUMC
$15.2B
| $3K | ﹤0.01% |
+100
| New | +$3.43K |
|
131
iShares Gold Trust
IAU
$61.8B
| $2K | ﹤0.01% |
+82
| New | +$1.93K |
|
132
iShares Core US Aggregate Bond ETF
AGG
$138B
| $1K | ﹤0.01% |
+6
| New | +$629 |
|
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