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
$126M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.55M
3
+$4.06M
4
SH icon
ProShares Short S&P500
SH
+$3.18M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.05M

Top Sells

1
+$2.56M
2
+$299K
3
+$68K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$66K
5
SKT icon
Tanger
SKT
+$56.4K

Sector Composition

1 Healthcare 13.19%
2 Financials 9.69%
3 Materials 9.05%
4 Energy 8.86%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 1.03%
+47,867
27
$1.28M 1.02%
+46,954
28
$1.27M 1.01%
34,738
+13,048
29
$1.24M 0.99%
+6,513
30
$1.23M 0.98%
+12,799
31
$1.22M 0.97%
+31,183
32
$1.19M 0.95%
21,298
+20,998
33
$1.17M 0.93%
8,662
+3,137
34
$1.02M 0.81%
12,365
+4,409
35
$924K 0.73%
5,176
+2,010
36
$888K 0.71%
14,044
+5,405
37
$710K 0.56%
17,427
38
$671K 0.53%
2,776
-10,587
39
$537K 0.43%
+9,953
40
$476K 0.38%
3,764
+2,947
41
$464K 0.37%
4,118
+3,230
42
$459K 0.36%
2,045
+1,636
43
$458K 0.36%
+8,003
44
$458K 0.36%
5,169
+4,165
45
$457K 0.36%
1,142
+910
46
$455K 0.36%
17,435
+13,947
47
$455K 0.36%
2,297
+1,869
48
$443K 0.35%
3,148
+2,651
49
$435K 0.35%
8,115
+6,756
50
$433K 0.34%
2,300
+1,975
1
2
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