KC

Knuff & Co Portfolio holdings

AUM $339M
1-Year Est. Return 22.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.53M
3
+$1.08M
4
STZ icon
Constellation Brands
STZ
+$700K
5
NEE icon
NextEra Energy
NEE
+$693K

Top Sells

1
+$575K
2
+$515K
3
+$216K
4
CTRA icon
Coterra Energy
CTRA
+$183K
5
DELL icon
Dell
DELL
+$148K

Sector Composition

1 Consumer Staples 18.53%
2 Industrials 18.46%
3 Technology 14.67%
4 Healthcare 13.56%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
+15,000
127
$5K ﹤0.01%
500
128
$5K ﹤0.01%
80
129
$3K ﹤0.01%
78
130
$3K ﹤0.01%
46
131
$3K ﹤0.01%
156
132
$3K ﹤0.01%
165
133
$2K ﹤0.01%
82
134
– –
-135
135
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-174
136
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-5,955
137
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-360
138
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139
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-3,300
140
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141
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142
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144
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145
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146
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148
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-500
149
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-6
150
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-145
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6