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KC
Knuff & Co Portfolio holdings
AUM
$332M
1-Year Est. Return
21.75%
This Fund
S&P 500
This Quarter
Est. Return
+5.47%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$308M
AUM Growth
+$10.6M
(+3.6%)
Cap. Flow
-$178K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
49.07%
Holding
133
New
8
Increased
14
Reduced
47
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
+$1.12M |
| 2 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$1.04M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$790K |
| 4 |
Vanguard Mega Cap 300 Index ETF
MGC
|
+$705K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$517K |
Top Sells
| 1 |
GE Aerospace
GE
|
+$676K |
| 2 |
Trade Desk
TTD
|
+$527K |
| 3 |
Align Technology
ALGN
|
+$511K |
| 4 |
Netflix
NFLX
|
+$458K |
| 5 |
Procter & Gamble
PG
|
+$428K |
Sector Composition
| 1 | Technology | 32.7% |
| 2 | Consumer Staples | 13.5% |
| 3 | Communication Services | 12.6% |
| 4 | Healthcare | 10.65% |
| 5 | Consumer Discretionary | 8.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Rockwell Automation
ROK
$52.2B
| $27.5K | 0.01% |
100
| – | – |
|
127
Stryker
SYK
$127B
| $27.2K | 0.01% |
80
| – | – |
|
128
Ambarella
AMBA
$2.78B
| $27K | 0.01% |
500
| – | – |
|
129
Schwab US Dividend Equity ETF
SCHD
$100B
| $10.7K | ﹤0.01% |
+411
| New | +$10.7K |
|
130
Kyndryl
KD
$2.65B
| $5.26K | ﹤0.01% |
200
| – | – |
|
131
Resideo Technologies
REZI
$5.6B
| $2.44K | ﹤0.01% |
125
| – | – |
|
132
McDonald's
MCD
$194B
| – | – |
-80
| Closed | -$22.6K |
|
|
PXD
133
DELISTED
Pioneer Natural Resource Co.
PXD
| – | – |
-1,200
| Closed | -$315K |
|
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