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
$211M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.65M
3
+$1.57M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$584K
5
AWK icon
American Water Works
AWK
+$295K

Top Sells

1
+$1.87M
2
+$1.8M
3
+$1.63M
4
DXCM icon
DexCom
DXCM
+$1.25M
5
CRM icon
Salesforce
CRM
+$1.23M

Sector Composition

1 Technology 27.32%
2 Consumer Staples 15.42%
3 Healthcare 14.16%
4 Communication Services 9.85%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K ﹤0.01%
+541
127
$7K ﹤0.01%
100
128
$7K ﹤0.01%
83
129
$6K ﹤0.01%
11
130
$1K ﹤0.01%
20
131
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-9
132
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133
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134
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135
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-2,075
136
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137
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138
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139
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-750
140
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141
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-5
142
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-6,000
143
– –
-200
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6