KIG

Kennedy Investment Group Portfolio holdings

AUM $255M
1-Year Est. Return 20.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$958K
3
+$833K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$832K
5
CRWD icon
CrowdStrike
CRWD
+$792K

Top Sells

1
+$1.27M
2
+$1.12M
3
+$863K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$713K
5
SOFI icon
SoFi Technologies
SOFI
+$662K

Sector Composition

1 Technology 24.15%
2 Consumer Discretionary 7.27%
3 Financials 7.04%
4 Consumer Staples 7.01%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.9%
60,294
+13,297
27
$2.13M 0.85%
2,792
+9
28
$1.98M 0.79%
195,238
-124,172
29
$1.86M 0.74%
22,305
-358
30
$1.85M 0.74%
2,001
+152
31
$1.83M 0.73%
52,999
-1,168
32
$1.81M 0.72%
179,223
-25,693
33
$1.8M 0.71%
10,735
-8,726
34
$1.76M 0.7%
21,010
+1,151
35
$1.72M 0.68%
34,086
-388
36
$1.67M 0.67%
5,305
-6
37
$1.67M 0.66%
11,244
-3,969
38
$1.59M 0.63%
4,838
+1,814
39
$1.59M 0.63%
31,292
+3,329
40
$1.59M 0.63%
31,176
+22,631
41
$1.55M 0.62%
4,538
-36
42
$1.48M 0.59%
7,823
-8
43
$1.43M 0.57%
15,013
-281
44
$1.4M 0.56%
16,988
-325
45
$1.39M 0.55%
111,076
-23,996
46
$1.39M 0.55%
20,975
-72
47
$1.34M 0.53%
6,497
-532
48
$1.31M 0.52%
29,713
+206
49
$1.28M 0.51%
79,469
-1,232
50
$1.28M 0.51%
3,093
-30
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2
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