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
$297M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$621K
3
+$492K
4
AMGN icon
Amgen
AMGN
+$439K
5
MELI icon
Mercado Libre
MELI
+$340K

Top Sells

1
+$1.88M
2
+$918K
3
+$725K
4
PXD
Pioneer Natural Resource Co.
PXD
+$509K
5
VFC icon
VF Corp
VFC
+$495K

Sector Composition

1 Technology 30.08%
2 Consumer Staples 13.83%
3 Communication Services 12.11%
4 Healthcare 12.1%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-350
127
– –
-442
128
– –
-2,268
129
– –
-9,484
130
– –
-300
131
– –
-11
132
– –
-1,711
133
– –
-26,353
2 3 4 5
6