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
51
$1.78M 0.37%
+8,457
52
$1.76M 0.37%
10,942
+1,781
53
$1.75M 0.36%
+2,153
54
$1.69M 0.35%
+4,160
55
$1.67M 0.35%
+9,861
56
$1.67M 0.35%
42,851
57
$1.63M 0.34%
12,034
58
$1.63M 0.34%
+32,952
59
$1.63M 0.34%
3
60
$1.61M 0.34%
12,093
61
$1.6M 0.33%
+5,860
62
$1.56M 0.32%
+2,935
63
$1.54M 0.32%
10,501
64
$1.53M 0.32%
+8,400
65
$1.52M 0.32%
13,173
66
$1.51M 0.31%
1,875
67
$1.51M 0.31%
+960
68
$1.5M 0.31%
2,580
69
$1.48M 0.31%
+10,137
70
$1.47M 0.3%
16,185
-56
71
$1.43M 0.3%
+18,390
72
$1.43M 0.3%
+2,270
73
$1.4M 0.29%
+30,550
74
$1.4M 0.29%
32,800
75
$1.33M 0.28%
54,918
1 2
3
4 5