KIG
Kennedy Investment Group Portfolio holdings
AUM
$235M
This Quarter Return
+6.4%
1 Year Return
+17.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.77%
Holding
116
New
116
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
FTHY
First Trust High Yield Opportunities 2027 Term Fund
FTHY
|
$11.3M |
| 2 |
Apple
AAPL
|
$8.01M |
| 3 |
EVV
Eaton Vance Limited Duration Income Fund
EVV
|
$5.51M |
| 4 |
Amazon
AMZN
|
$5.29M |
| 5 |
EFT
Eaton Vance Floating-Rate Income Trust
EFT
|
$4.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 12.84% |
| 2 | Technology | 10.91% |
| 3 | Financials | 6.83% |
| 4 | Healthcare | 6.08% |
| 5 | Consumer Discretionary | 5.94% |
