KIA

Knollwood Investment Advisory Portfolio holdings

AUM $1.04B
1-Year Est. Return 31.45%
This Quarter Est. Return
1 Year Est. Return
+31.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$481M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$22.4M
3
+$13.5M
4
AMZN icon
Amazon
AMZN
+$10.3M
5
NVDA icon
NVIDIA
NVDA
+$9.5M

Top Sells

1
+$7.52M
2
+$976K
3
+$5.07K

Sector Composition

1 Technology 38.7%
2 Consumer Discretionary 12.44%
3 Communication Services 10.46%
4 Financials 8.24%
5 Energy 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.47M 0.93%
+8,495
27
$4.27M 0.89%
7,150
+4,839
28
$4.26M 0.89%
103,200
29
$4M 0.83%
46,000
30
$3.95M 0.82%
80,825
31
$3.87M 0.8%
15,138
+900
32
$3.73M 0.77%
270,000
33
$3.48M 0.72%
23,350
+4,810
34
$3.43M 0.71%
20,095
+2,875
35
$3.4M 0.71%
24,985
+9,104
36
$3.24M 0.67%
+9,336
37
$3.1M 0.64%
+8,820
38
$3.09M 0.64%
39,400
+18,700
39
$2.95M 0.61%
11,643
40
$2.84M 0.59%
17,534
41
$2.82M 0.59%
795
+310
42
$2.77M 0.58%
39,497
43
$2.57M 0.53%
18,830
44
$2.49M 0.52%
29,720
45
$2.16M 0.45%
+4,191
46
$2.02M 0.42%
227,192
47
$1.91M 0.4%
+7,764
48
$1.89M 0.39%
49,000
49
$1.85M 0.39%
9,316
+2,157
50
$1.84M 0.38%
+12,725
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