KC

Knuff & Co Portfolio holdings

AUM $345M
1-Year Est. Return 22.99%
This Quarter Est. Return
1 Year Est. Return
+22.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.04M
3
+$792K
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$739K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$513K

Top Sells

1
+$673K
2
+$570K
3
+$495K
4
ALGN icon
Align Technology
ALGN
+$443K
5
NVDA icon
NVIDIA
NVDA
+$432K

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
$27.5K 0.01%
100
127
$27.2K 0.01%
80
128
$27K 0.01%
500
129
$10.7K ﹤0.01%
+411
130
$5.26K ﹤0.01%
200
131
$2.44K ﹤0.01%
125
132
– –
-80
133
– –
-1,200
2 3 4 5
6