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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
+7.77%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$345M
AUM Growth
+$27.6M
(+8.7%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
50.67%
Holding
133
New
9
Increased
29
Reduced
34
Closed
10
Top Buys
| 1 |
NVO
Novo Nordisk
NVO
|
+$7.44M |
| 2 |
Alibaba
BABA
|
+$7.13M |
| 3 |
MongoDB
MDB
|
+$2.96M |
| 4 |
Apple
AAPL
|
+$2.1M |
| 5 |
Pultegroup
PHM
|
+$744K |
Top Sells
| 1 |
Trade Desk
TTD
|
+$4.39M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.24M |
| 3 |
Fidelity National Information Services
FIS
|
+$904K |
| 4 |
Netflix
NFLX
|
+$574K |
| 5 |
Monster Beverage
MNST
|
+$480K |
Sector Composition
| 1 | Technology | 33.74% |
| 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 | |
|---|---|---|---|---|---|---|
|
FISV
126
Fiserv Inc
FISV
$27.6B
| – | – |
-220
| Closed | -$37.9K |
|
|
127
iShares Russell Mid-Cap ETF
IWR
$57B
| – | – |
-13,437
| Closed | -$1.24M |
|
128
Lockheed Martin
LMT
$118B
| – | – |
-598
| Closed | -$277K |
|
129
J.M. Smucker
SJM
$12.2B
| – | – |
-677
| Closed | -$66.5K |
|
130
ProShares UltraPro Short S&P 500
SPXU
$457M
| – | – |
-1,000
| Closed | -$67.2K |
|
131
ProShares UltraPro Short QQQ
SQQQ
$2.26B
| – | – |
-1,000
| Closed | -$97.8K |
|
|
132
CALL
Trade Desk
TTD
$8.99B
| – | – |
-5,000
| Closed | -$95.9K |
|
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