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
76
$767K 0.3%
5,978
-825
77
$705K 0.28%
3,830
+345
78
$703K 0.28%
+1,879
79
$672K 0.27%
1,009
+7
80
$659K 0.26%
3,055
+295
81
$655K 0.26%
4,176
-211
82
$653K 0.26%
22,805
-888
83
$628K 0.25%
1,046
+3
84
$616K 0.25%
3,107
-55
85
$581K 0.23%
4,317
-584
86
$581K 0.23%
22,306
-4,777
87
$564K 0.22%
2,000
-40
88
$547K 0.22%
17,396
+142
89
$543K 0.22%
466
90
$539K 0.21%
1,073
-11
91
$533K 0.21%
4,325
-119
92
$528K 0.21%
44,124
-358
93
$501K 0.2%
8,151
-57
94
$492K 0.2%
1,634
-4
95
$483K 0.19%
2,483
-19
96
$478K 0.19%
16,934
-1,109
97
$471K 0.19%
4,640
-82
98
$451K 0.18%
2,712
-147
99
$414K 0.16%
2,422
-123
100
$409K 0.16%
8,104
-151
2 3
4
5 6