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Home > Institutional Investor > Kennedy Investment Group > Profile

Instuitional Investor - Kennedy Investment Group

Fund Profile
Filing Period:
Fund Name: Kennedy Investment Group
Portfolio Value $178,964,878
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr High Yield Opprt 20
 1,128,587 $15,721,217 8.78%
2.
Apple Inc.
 AAPL 66,499 $12,802,972 7.15%
3.
Amazon Com Inc
 AMZN 66,459 $10,097,780 5.64%
4.
Eaton Vance Ltd Duration Income Fund
 EVV 630,617 $6,041,308 3.37%
5.
First Trust High Income Longort Fund
 FSD 444,243 $5,370,894 3%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)