KC
Knuff & Co Portfolio holdings
AUM
$317M
This Quarter Return
-1.29%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(-5%)
Cap. Flow
+$2.52M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
46.59%
Holding
143
New
7
Increased
16
Reduced
55
Closed
13
Top Buys
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$4.56M |
| 2 |
Netflix
NFLX
|
$1.75M |
| 3 |
Johnson & Johnson
JNJ
|
$1.51M |
| 4 |
iShares US Oil & Gas Exploration & Production ETF
IEO
|
$571K |
| 5 |
American Water Works
AWK
|
$255K |
Top Sells
| 1 |
Apple
AAPL
|
$1.58M |
| 2 |
Amazon
AMZN
|
$1.45M |
| 3 |
Coherent
COHR
|
$1.36M |
| 4 |
DexCom
DXCM
|
$1.19M |
| 5 |
Salesforce
CRM
|
$1.04M |
Sector Composition
| 1 | Technology | 27.32% |
| 2 | Consumer Staples | 15.42% |
| 3 | Healthcare | 14.16% |
| 4 | Communication Services | 9.85% |
| 5 | Industrials | 7.51% |
