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
151
$414K 0.09%
+5,750
152
$407K 0.08%
+1,487
153
$403K 0.08%
6,925
154
$402K 0.08%
18,240
+124
155
$393K 0.08%
+1,700
156
$391K 0.08%
+936
157
$385K 0.08%
+8,950
158
$375K 0.08%
+3,020
159
$370K 0.08%
4,150
160
$361K 0.08%
17,000
161
$360K 0.07%
+3,957
162
$359K 0.07%
+1,500
163
$349K 0.07%
5,000
164
$348K 0.07%
+1,458
165
$348K 0.07%
+1,800
166
$343K 0.07%
14,900
167
$337K 0.07%
+2,424
168
$337K 0.07%
+1,600
169
$336K 0.07%
+48
170
$335K 0.07%
+1,375
171
$322K 0.07%
21,638
172
$313K 0.07%
+1,300
173
$305K 0.06%
+8,807
174
$298K 0.06%
+3,200
175
$296K 0.06%
+840
5 6
7
8 9