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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
+27.47%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$183M
AUM Growth
+$44.8M
Cap. Flow
+$9.56M
Cap. Flow %
5.24%
Top 10 Hldgs %
44.86%
Holding
176
New
18
Increased
64
Reduced
25
Closed
21

Top Buys

1
PEP icon
PepsiCo
PEP
+$1.84M
2
ZTS icon
Zoetis
ZTS
+$1.78M
3
TDOC icon
Teladoc Health
TDOC
+$1.75M
4
CRM icon
Salesforce
CRM
+$1.72M
5
EA icon
Electronic Arts
EA
+$1.57M

Top Sells

1
TTD icon
Trade Desk
TTD
+$4.63M
2
ALGN icon
Align Technology
ALGN
+$2.62M
3
DIS icon
Walt Disney
DIS
+$1.46M
4
CMI icon
Cummins
CMI
+$655K
5
JPM icon
JPMorgan Chase
JPM
+$531K

Sector Composition

1 Technology 23.39%
2 Healthcare 17.02%
3 Consumer Staples 16.26%
4 Industrials 10.34%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LK
176
DELISTED
Luckin Coffee Inc. American Depositary Shares
LK
– –
-1,700
Closed -$46K
4 5 6 7
8

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