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
$166M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$877K
2
+$751K
3
+$630K
4
AAPL icon
Apple
AAPL
+$371K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$368K

Top Sells

1
+$832K
2
+$724K
3
+$307K
4
AMAT icon
Applied Materials
AMAT
+$242K
5
ZTS icon
Zoetis
ZTS
+$241K

Sector Composition

1 Technology 14.05%
2 Consumer Staples 10.66%
3 Consumer Discretionary 7.25%
4 Financials 6.71%
5 Energy 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$555K 0.33%
44,711
+8,215
77
$548K 0.33%
8,462
+710
78
$534K 0.32%
1,307
+10
79
$515K 0.31%
10,791
-2,817
80
$512K 0.31%
4,977
+3,063
81
$511K 0.31%
4,264
+41
82
$496K 0.3%
3,184
+28
83
$461K 0.28%
1,536
+425
84
$451K 0.27%
2,674
-160
85
$435K 0.26%
5,561
+34
86
$422K 0.25%
3,008
+128
87
$404K 0.24%
26,920
+7,655
88
$387K 0.23%
1,105
89
$386K 0.23%
4,444
-11
90
$363K 0.22%
9,611
-262
91
$340K 0.2%
1,292
+5
92
$340K 0.2%
1,360
+13
93
$340K 0.2%
3,120
-58
94
$310K 0.19%
5,275
-600
95
$305K 0.18%
6,105
-225
96
$300K 0.18%
2,804
+21
97
$287K 0.17%
+9,598
98
$284K 0.17%
1,400
-150
99
$262K 0.16%
18,656
+421
100
$255K 0.15%
7,431
+184
1 2 3
4
5