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
201
$225K 0.05%
+2,001
202
$216K 0.04%
+736
203
$127K 0.03%
58,962
204
$38.2K 0.01%
208
205
$22.4K ﹤0.01%
20,000
206
-283,300
207
-9,630