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
$234M
AUM Growth
-$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$856K
3
+$772K
4
MRNA icon
Moderna
MRNA
+$745K
5
TTD icon
Trade Desk
TTD
+$677K

Top Sells

1
+$2.25M
2
+$979K
3
+$599K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$518K
5
BMY icon
Bristol-Myers Squibb
BMY
+$423K

Sector Composition

1 Technology 24.75%
2 Healthcare 15.19%
3 Consumer Staples 14.26%
4 Industrials 11.46%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
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