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
$276M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$1.09M
3
+$1.06M
4
DE icon
Deere & Co
DE
+$566K
5
TTD icon
Trade Desk
TTD
+$429K

Top Sells

1
+$3.61M
2
+$2.98M
3
+$2.27M
4
CAT icon
Caterpillar
CAT
+$2.25M
5
BA icon
Boeing
BA
+$1.81M

Sector Composition

1 Technology 32.29%
2 Consumer Staples 14.03%
3 Healthcare 13.96%
4 Consumer Discretionary 9.29%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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155
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158
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-1,000
159
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160
– –
-72,756
3 4 5 6
7