KIG

Kessler Investment Group Portfolio holdings

AUM $233M
1-Year Est. Return 58.11%
This Quarter Est. Return
1 Year Est. Return
+58.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.06M
3
+$2.02M
4
AAPL icon
Apple
AAPL
+$1.96M
5
PETS icon
PetMed Express
PETS
+$1.61M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.06%
2 Technology 17.05%
3 Financials 10.32%
4 Materials 7.46%
5 Energy 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$473K 1.38%
+9,944
27
$462K 1.34%
+5,620
28
$364K 1.06%
+8,175
29
$362K 1.05%
+3,547
30
$305K 0.89%
+7,956
31
$185K 0.54%
+8,990
32
$160K 0.47%
+4,019
33
$158K 0.46%
+12,025
34
$153K 0.45%
+10,242
35
$142K 0.41%
+3,491
36
$129K 0.38%
+4,183
37
$123K 0.36%
+6,876
38
$96K 0.28%
+1,858
39
$92K 0.27%
+5,284
40
$91K 0.26%
+14,802
41
$84K 0.24%
+1,254
42
$77K 0.22%
+2,995
43
$77K 0.22%
+7,553
44
$77K 0.22%
+1,728
45
$77K 0.22%
+10,064
46
$76K 0.22%
+1,523
47
$75K 0.22%
+269
48
$74K 0.22%
+1,543
49
$73K 0.21%
+5,913
50
$72K 0.21%
+5,598
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