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
$329M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$903K
3
+$684K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$504K
5
MPWR icon
Monolithic Power Systems
MPWR
+$419K

Top Sells

1
+$915K
2
+$807K
3
+$798K
4
SIRI icon
SiriusXM
SIRI
+$638K
5
ALGN icon
Align Technology
ALGN
+$614K

Sector Composition

1 Technology 33.48%
2 Communication Services 13.31%
3 Consumer Staples 12.91%
4 Consumer Discretionary 10.24%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$54.1K 0.02%
+160
127
$51.7K 0.02%
147
+57
128
$49.7K 0.02%
+1,885
129
$49.5K 0.02%
700
130
$48.9K 0.01%
256
131
$48.1K 0.01%
350
132
$45.2K 0.01%
+220
133
$44.8K 0.01%
606
+563
134
$43.4K 0.01%
700
135
$40.6K 0.01%
400
136
$40.3K 0.01%
141
+41
137
$36.8K 0.01%
+111
138
$36.1K 0.01%
+300
139
$33.4K 0.01%
+144
140
$28.8K 0.01%
80
141
$25.9K 0.01%
+257
142
$24.2K 0.01%
+188
143
– –
-1,170
144
– –
-92
145
– –
-1,116
146
– –
-34
147
– –
-550
148
– –
-400
149
– –
-750
150
– –
-19
3 4 5
6
7