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
101
$409K 0.16%
16,140
+2,123
102
$407K 0.16%
4,100
103
$374K 0.15%
3,987
+1,456
104
$357K 0.14%
+3,351
105
$349K 0.14%
12,598
+2,397
106
$332K 0.13%
3,970
+220
107
$328K 0.13%
19,111
+341
108
$325K 0.13%
921
-507
109
$324K 0.13%
7,202
+402
110
$317K 0.13%
+6,077
111
$315K 0.13%
11,273
+3,196
112
$301K 0.12%
4,813
+12
113
$300K 0.12%
1,267
-341
114
$297K 0.12%
2,885
+31
115
$287K 0.11%
3,416
-154
116
$282K 0.11%
26,495
-32,631
117
$271K 0.11%
1,746
+10
118
$270K 0.11%
6,775
+25
119
$269K 0.11%
1,689
+7
120
$266K 0.11%
1,243
+164
121
$260K 0.1%
422
+28
122
$259K 0.1%
1,267
-936
123
$251K 0.1%
2,192
-343
124
$246K 0.1%
+4,680
125
$239K 0.09%
3,547
-121
2 3 4
5
6