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
51
$1.17M 0.47%
43,116
-98
52
$1.17M 0.46%
10,354
-83
53
$1.07M 0.43%
1,746
+274
54
$1.06M 0.42%
176,063
-21,563
55
$1.06M 0.42%
7,533
+22
56
$1.01M 0.4%
12,580
-114
57
$998K 0.4%
3,284
-104
58
$939K 0.37%
2,316
+6
59
$927K 0.37%
4,199
+128
60
$890K 0.35%
3,429
-239
61
$885K 0.35%
9,358
-1,017
62
$877K 0.35%
3,215
-26
63
$875K 0.35%
3,101
+1
64
$859K 0.34%
3,417
-13
65
$854K 0.34%
1,921
-6
66
$842K 0.33%
6,688
+1,010
67
$829K 0.33%
8,747
+26
68
$812K 0.32%
12,285
+20
69
$803K 0.32%
30,400
-27,900
70
$790K 0.31%
72,790
-45,016
71
$781K 0.31%
71,963
-9,762
72
$775K 0.31%
4,181
-177
73
$774K 0.31%
16,611
-196
74
$772K 0.31%
7,491
+16
75
$770K 0.31%
4,748
+1
1 2
3
4 5