KC

Knuff & Co Portfolio holdings

AUM $332M
1-Year Est. Return 21.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$7.13M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$2.1M
5
PHM icon
Pultegroup
PHM
+$744K

Top Sells

1
+$4.39M
2
+$1.24M
3
+$904K
4
NFLX icon
Netflix
NFLX
+$574K
5
MNST icon
Monster Beverage
MNST
+$480K

Sector Composition

1 Technology 33.75%
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
1
$39.7M 11.51%
156,038
+9,318
2
$30.7M 8.9%
59,301
-8
3
$20.6M 5.97%
134,071
+531
4
$20.2M 5.84%
168,160
-4,700
5
$14.2M 4.1%
255,024
+127,105
6
$10.3M 3%
4,424
+23
7
$9.85M 2.85%
40,425
+375
8
$9.82M 2.85%
10,613
+280
9
$9.81M 2.84%
20,569
10
$9.72M 2.82%
+54,392
11
$8.83M 2.56%
104,975
-2,950
12
$8.43M 2.44%
16,773
+436
13
$8.27M 2.4%
25,068
-398
14
$7.76M 2.25%
41,605
+45
15
$7.35M 2.13%
26,327
-210
16
$7.18M 2.08%
32,692
+290
17
$7.1M 2.06%
62,932
-21
18
$6.86M 1.99%
119,364
+6,076
19
$6.03M 1.75%
23,500
20
$5.56M 1.61%
14,184
+188
21
$5.16M 1.5%
147,651
-12,300
22
$4.88M 1.41%
72,477
-7,685
23
$4.76M 1.38%
24,745
-144
24
$3.93M 1.14%
8,106
+1,437
25
$3.86M 1.12%
17,881
1
2 3 4 5