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Knollwood Investment Advisory Portfolio holdings

AUM $992M
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.07M
3
+$1.96M
4
VST icon
Vistra
VST
+$1.91M
5
VRT icon
Vertiv
VRT
+$1.58M

Top Sells

1
+$3.08M
2
+$1.7M
3
+$893K
4
LYFT icon
Lyft
LYFT
+$837K
5
TOST icon
Toast
TOST
+$712K

Sector Composition

1 Technology 40.26%
2 Consumer Discretionary 12.73%
3 Communication Services 10.92%
4 Financials 8.7%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.15M 0.1%
13,700
177
$1.13M 0.1%
6,339
178
$1.12M 0.1%
17,377
179
$1.09M 0.1%
4,419
180
$1.07M 0.1%
3,378
-33
181
$1.05M 0.09%
25,942
182
$1.04M 0.09%
4,500
183
$1.04M 0.09%
1,704
184
$1.03M 0.09%
5,358
-34
185
$1.02M 0.09%
2,523
186
$1.02M 0.09%
7,400
187
$1.02M 0.09%
1,379
-19
188
$1.01M 0.09%
3,137
-27
189
$1.01M 0.09%
10,597
190
$1.01M 0.09%
6,905
191
$1M 0.09%
42,900
192
$1,000K 0.09%
10,000
193
$969K 0.09%
3,300
194
$967K 0.09%
10,372
-91
195
$966K 0.09%
2,286
-31
196
$963K 0.09%
25,750
197
$960K 0.09%
29,850
198
$959K 0.09%
1,559
-21
199
$957K 0.09%
59,800
200
$932K 0.08%
7,907
-93
6 7
8
9 10