KIG

Kessler Investment Group Portfolio holdings

AUM $211M
1-Year Est. Return 48.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.2M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.71M
3
+$1.5M
4
TWTR
Twitter, Inc.
TWTR
+$752K
5
MRO
Marathon Oil Corporation
MRO
+$682K

Top Sells

1
+$2.61M
2
+$2.06M
3
+$1.4M
4
KR icon
Kroger
KR
+$1.05M
5
ABT icon
Abbott
ABT
+$1.03M

Sector Composition

1 Technology 16.75%
2 Financials 14.69%
3 Consumer Staples 14.49%
4 Energy 9.02%
5 Materials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 1.76%
38,725
-2,169
27
$919K 1.45%
28,370
-274
28
$710K 1.12%
14,053
+6,595
29
$686K 1.08%
+29,982
30
$663K 1.05%
31,686
-518
31
$634K 1%
14,419
-1,223
32
$624K 0.99%
29,146
-15,530
33
$510K 0.81%
+40,522
34
$490K 0.77%
+14,739
35
$455K 0.72%
5,808
-722
36
$454K 0.72%
15,040
-452
37
$451K 0.71%
5,122
-314
38
$406K 0.64%
7,655
-2,921
39
$399K 0.63%
10,200
-386
40
$390K 0.62%
57,609
+15,857
41
$370K 0.59%
5,140
+475
42
$276K 0.44%
12,734
-1,674
43
$180K 0.28%
8,308
-476
44
$174K 0.28%
6,004
-180
45
$158K 0.25%
+4,186
46
$148K 0.23%
10,474
47
$139K 0.22%
5,603
48
$138K 0.22%
4,344
49
$132K 0.21%
8,695
50
$128K 0.2%
4,125
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2
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