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
$145M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$532K
3 +$429K
4
JPM icon
JPMorgan Chase
JPM
+$389K
5
OKTA icon
Okta
OKTA
+$372K

Top Sells

1 +$632K
2 +$595K
3 +$258K
4
NVDA icon
NVIDIA
NVDA
+$188K
5
MNST icon
Monster Beverage
MNST
+$170K

Sector Composition

1 Consumer Staples 19.45%
2 Industrials 16.59%
3 Technology 15.58%
4 Healthcare 12.41%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$25K 0.02%
+300
127
$25K 0.02%
+240
128
$25K 0.02%
+400
129
$24K 0.02%
+338
130
$24K 0.02%
+650
131
$24K 0.02%
+277
132
$24K 0.02%
+151
133
$23K 0.02%
+555
134
$23K 0.02%
+168
135
$22K 0.02%
+500
136
$22K 0.02%
300
137
$22K 0.02%
+412
138
$21K 0.01%
+235
139
$21K 0.01%
1,000
140
$21K 0.01%
+400
141
$19K 0.01%
+194
142
$19K 0.01%
+291
143
$19K 0.01%
+78
144
$19K 0.01%
+600
145
$18K 0.01%
+485
146
$18K 0.01%
612
147
$16K 0.01%
+114
148
$15K 0.01%
100
149
$14K 0.01%
+53
150
$14K 0.01%
+244