KIG

Kennedy Investment Group Portfolio holdings

AUM $252M
1-Year Est. Return 20.25%
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$928K
3
+$639K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$548K
5
PM icon
Philip Morris
PM
+$542K

Top Sells

1
+$1.29M
2
+$1.14M
3
+$736K
4
ADBE icon
Adobe
ADBE
+$625K
5
DXCM icon
DexCom
DXCM
+$491K

Sector Composition

1 Technology 21.91%
2 Consumer Staples 8.94%
3 Consumer Discretionary 8.25%
4 Financials 6.75%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.9%
167,737
-17,432
27
$1.97M 0.89%
2,549
+472
28
$1.96M 0.89%
23,245
-69
29
$1.68M 0.76%
1,830
30
$1.67M 0.75%
15,665
-2,250
31
$1.61M 0.73%
14,200
-500
32
$1.61M 0.73%
19,154
+2,227
33
$1.6M 0.72%
53,999
-1,633
34
$1.57M 0.71%
4,952
-194
35
$1.48M 0.67%
14,964
+9,359
36
$1.42M 0.64%
237,908
-17,140
37
$1.41M 0.64%
20,095
-325
38
$1.37M 0.62%
129,592
-30,444
39
$1.35M 0.61%
7,074
-184
40
$1.33M 0.6%
17,407
-74
41
$1.33M 0.6%
21,311
-279
42
$1.32M 0.6%
83,594
-976
43
$1.31M 0.59%
2,937
-1,406
44
$1.29M 0.58%
6,826
+113
45
$1.25M 0.57%
7,649
+192
46
$1.21M 0.55%
5,053
+48
47
$1.2M 0.54%
29,913
-20
48
$1.19M 0.54%
7,806
-581
49
$1.17M 0.53%
12,863
-72
50
$1.17M 0.53%
107,434
-9,605
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2
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