KC
Knuff & Co Portfolio holdings
AUM
$332M
1-Year Est. Return
21.75%
This Fund
S&P 500
1 Year Est. Return
+21.75%
AUM
$339M
AUM Growth
-$5.81M
(-1.7%)
Holding
136
Top Buys
| 1 | +$3M | |
| 2 | +$1.16M | |
| 3 | +$961K | |
| 4 |
Apple
AAPL
|
+$752K |
| 5 |
ServiceNow
NOW
|
+$620K |
Top Sells
| 1 | +$5.16M | |
| 2 | +$4.26M | |
| 3 | +$2.32M | |
| 4 |
American Tower
AMT
|
+$1.26M |
| 5 |
VeriSign
VRSN
|
+$1.11M |
Sector Composition
| 1 | Technology | 35.46% |
| 2 | Consumer Staples | 12.75% |
| 3 | Consumer Discretionary | 10.56% |
| 4 | Communication Services | 10.05% |
| 5 | Healthcare | 9.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard FTSE Developed Markets ETF
VEA
$227B
| $29.9K | 0.01% |
478
|
|
||
127
Stryker
SYK
$117B
| $28.1K | 0.01% |
80
|
|
||
128
Arista Networks
ANET
$186B
| $26.2K | 0.01% |
200
|
|
||
129
Palo Alto Networks
PANW
$193B
| $25.8K | 0.01% |
+140
|
|
||
130
Xylem
XYL
$26B
| – | – |
-180
|
|
||
|
131
VeriSign
VRSN
$26.7B
| – | – |
-3,979
|
|
||
132
Spotify
SPOT
$88.9B
| – | – |
-43
|
|
||
133
SiriusXM
SIRI
$8.83B
| – | – |
-10,282
|
|
||
134
JD.com
JD
$44.4B
| – | – |
-147,651
|
|
||
135
Intercontinental Exchange
ICE
$88.1B
| – | – |
-200
|
|
||
136
CAVA Group
CAVA
$8.86B
| – | – |
-785
|
|