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
$89.6M
AUM Growth
-$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.95M
3
+$2.75M
4
GLD icon
SPDR Gold Trust
GLD
+$2.64M
5
CVX icon
Chevron
CVX
+$1.7M

Top Sells

1
+$3.54M
2
+$2.94M
3
+$2.88M
4
TWLO icon
Twilio
TWLO
+$2.87M
5
NFLX icon
Netflix
NFLX
+$2.75M

Sector Composition

1 Industrials 15.56%
2 Technology 14.57%
3 Healthcare 10.78%
4 Consumer Discretionary 9.37%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$889K 0.99%
14,871
+1,087
27
$884K 0.99%
41,145
+4,936
28
$817K 0.91%
18,144
+312
29
$738K 0.82%
12,010
+7,910
30
$671K 0.75%
14,291
+1,745
31
$630K 0.7%
29,571
+8,275
32
$604K 0.67%
28,345
+5,934
33
$582K 0.65%
20,787
-20,698
34
$537K 0.6%
20,465
-499
35
$512K 0.57%
972
-41
36
$497K 0.55%
+51,147
37
$494K 0.55%
8,490
-8,556
38
$342K 0.38%
+14,400
39
$274K 0.31%
4,227
+30
40
$258K 0.29%
+59,400
41
$240K 0.27%
3,092
+40
42
$190K 0.21%
+4,395
43
$176K 0.2%
3,268
-730
44
$148K 0.17%
8,555
-2,500
45
$137K 0.15%
2,315
-656
46
$127K 0.14%
9,950
-2,850
47
$119K 0.13%
41,921
-16,248
48
$109K 0.12%
3,465
-650
49
$96K 0.11%
+1,560
50
$95K 0.11%
481
+29
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2
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