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
126
$652K 0.14%
+1,424
127
$619K 0.13%
+9,000
128
$607K 0.13%
+2,700
129
$603K 0.13%
300,000
130
$600K 0.12%
+1,100
131
$596K 0.12%
+5,957
132
$587K 0.12%
+4,315
133
$563K 0.12%
+3,535
134
$541K 0.11%
+1,600
135
$540K 0.11%
+2,719
136
$531K 0.11%
34,105
137
$531K 0.11%
77,116
138
$527K 0.11%
+1,125
139
$524K 0.11%
+1,450
140
$522K 0.11%
+2,158
141
$500K 0.1%
+900
142
$499K 0.1%
+2,017
143
$475K 0.1%
26,020
144
$472K 0.1%
+6,900
145
$453K 0.09%
+3,276
146
$451K 0.09%
+2,226
147
$449K 0.09%
+370
148
$443K 0.09%
+7,200
149
$434K 0.09%
+757
150
$432K 0.09%
+3,309
4 5
6
7 8