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
$345M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$7.44M
2 +$7.13M
3 +$2.96M
4
AAPL icon
Apple
AAPL
+$2.1M
5
PHM icon
Pultegroup
PHM
+$744K

Top Sells

1 +$4.39M
2 +$1.24M
3 +$904K
4
NFLX icon
Netflix
NFLX
+$574K
5
MNST icon
Monster Beverage
MNST
+$480K

Sector Composition

1 Technology 33.75%
2 Consumer Staples 13.3%
3 Consumer Discretionary 11.5%
4 Communication Services 10.9%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACN icon
126
Accenture
ACN
$118B
-147
FISV
127
Fiserv Inc
FISV
$28.8B
-220
IWR icon
128
iShares Russell Mid-Cap ETF
IWR
$46.4B
-13,437
SQQQ icon
129
ProShares UltraPro Short QQQ
SQQQ
$2.99B
-1,000