KIG

Kennedy Investment Group Portfolio holdings

AUM $265M
1-Year Est. Return 19.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$1.77M
3
+$1.22M
4
NVDA icon
NVIDIA
NVDA
+$912K
5
CRWD icon
CrowdStrike
CRWD
+$875K

Top Sells

1
+$5.57M
2
+$646K
3
+$370K
4
ADBE icon
Adobe
ADBE
+$366K
5
MDT icon
Medtronic
MDT
+$358K

Sector Composition

1 Technology 20.01%
2 Consumer Staples 9.85%
3 Consumer Discretionary 7.45%
4 Financials 6.27%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,629
127
– –
-4,082
128
– –
-451,314
2 3 4 5
6