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
$178M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.05M
3
+$4.83M
4
USB icon
US Bancorp
USB
+$4.32M
5
MGM icon
MGM Resorts International
MGM
+$3.72M

Top Sells

1
+$3.97M
2
+$3.35M
3
+$3.22M
4
TSLA icon
Tesla
TSLA
+$3.13M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$2.8M

Sector Composition

1 Financials 15.14%
2 Energy 14.55%
3 Consumer Discretionary 10.96%
4 Communication Services 10.43%
5 Technology 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 1.08%
87,709
-15,230
27
$1.83M 1.03%
46,870
-2,609
28
$1.81M 1.02%
15,434
-1,818
29
$1.69M 0.95%
78,940
-22,935
30
$1.66M 0.93%
19,852
-815
31
$1.45M 0.82%
+18,854
32
$1.44M 0.81%
+33,116
33
$1.32M 0.74%
20,845
-3,425
34
$1.31M 0.74%
+80,007
35
$1.31M 0.74%
17,484
-2,592
36
$1.28M 0.72%
39,824
-7,320
37
$1.25M 0.7%
11,774
+226
38
$1.21M 0.68%
6,020
-1,225
39
$1.17M 0.66%
17,267
-7,447
40
$1.16M 0.65%
16,972
-2,953
41
$1.12M 0.63%
12,073
-2,515
42
$1.04M 0.59%
11,752
+11,402
43
$1.04M 0.58%
19,973
-4,041
44
$972K 0.55%
10,729
+12
45
$945K 0.53%
12,167
+5,171
46
$866K 0.49%
+16,719
47
$739K 0.42%
3,614
-8,352
48
$549K 0.31%
3,158
-5,793
49
$541K 0.3%
8,331
-90
50
$505K 0.28%
7,052
+6,724
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2
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