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
76
$1.31M 0.27%
+14,486
77
$1.31M 0.27%
6,049
78
$1.3M 0.27%
+13,895
79
$1.3M 0.27%
+3,255
80
$1.25M 0.26%
+2,650
81
$1.23M 0.26%
+3,150
82
$1.22M 0.25%
13,673
83
$1.21M 0.25%
+3,581
84
$1.2M 0.25%
+9,050
85
$1.19M 0.25%
+11,000
86
$1.19M 0.25%
+18,750
87
$1.18M 0.25%
+4,290
88
$1.16M 0.24%
19,255
+8,550
89
$1.16M 0.24%
+5,866
90
$1.13M 0.24%
+11,782
91
$1.1M 0.23%
25,942
92
$1.06M 0.22%
+7,105
93
$1.05M 0.22%
+8,770
94
$1.05M 0.22%
+5,541
95
$1.03M 0.21%
8,097
96
$999K 0.21%
42,900
97
$991K 0.21%
+16,840
98
$991K 0.21%
+2,140
99
$947K 0.2%
+2,100
100
$942K 0.2%
+3,020
2 3
4
5 6