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
$297M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.48M
3
+$1.47M
4
CRM icon
Salesforce
CRM
+$1.04M
5
CVX icon
Chevron
CVX
+$917K

Top Sells

1
+$6.98M
2
+$3.86M
3
+$2.59M
4
CPER icon
United States Copper Index Fund
CPER
+$1.54M
5
CPNG icon
Coupang
CPNG
+$1.45M

Sector Composition

1 Technology 23.47%
2 Energy 9.93%
3 Consumer Discretionary 8.6%
4 Communication Services 7.29%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$43K 0.01%
20,000
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142
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