KIA
Knollwood Investment Advisory Portfolio holdings
AUM
$1.04B
This Quarter Return
+9.08%
1 Year Return
+31.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$297M
AUM Growth
+$297M
(+1.8%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-4.55%
Top 10 Holdings %
Top 10 Hldgs %
36.88%
Holding
142
New
9
Increased
6
Reduced
4
Closed
16
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$1.78M |
| 2 |
Global X Copper Miners ETF NEW
COPX
|
$1.48M |
| 3 |
Equinix
EQIX
|
$1.47M |
| 4 |
Salesforce
CRM
|
$1.04M |
| 5 |
Chevron
CVX
|
$917K |
Top Sells
| 1 |
iShares MSCI China A ETF
CNYA
|
$6.98M |
| 2 |
Uber
UBER
|
$3.86M |
| 3 |
United States Oil Fund
USO
|
$2.59M |
| 4 |
United States Copper Index Fund
CPER
|
$1.54M |
| 5 |
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% |
