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
126
$236K 0.09%
720
+2
127
$228K 0.09%
1,704
+4
128
$228K 0.09%
+811
129
$222K 0.09%
3,858
+21
130
$221K 0.09%
25,370
-18
131
$221K 0.09%
664
-6
132
$215K 0.09%
431
-210
133
$209K 0.08%
+5,634
134
$206K 0.08%
+851
135
$202K 0.08%
+1,075
136
$197K 0.08%
19,690
-21,102
137
$107K 0.04%
10,324
+202
138
$17.6K 0.01%
11,073
+527
139
– –
-1,615
140
– –
-4,034
141
– –
-4,900
142
– –
-11,010
143
– –
-11,649
144
– –
-11,008
2 3 4 5
6