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
$163M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$6.36M
3
+$6.1M
4
ANET icon
Arista Networks
ANET
+$5.93M
5
ROKU icon
Roku
ROKU
+$5.56M

Top Sells

1
+$8.13M
2
+$4.35M
3
+$4.17M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$654K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$603K

Sector Composition

1 Technology 36.97%
2 Communication Services 16.61%
3 Industrials 8.44%
4 Materials 8.26%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.83%
35,867
+23,000
27
$1.34M 0.82%
8,164
+413
28
$1.32M 0.81%
68,589
-6
29
$1.3M 0.8%
7,667
+57
30
$1.26M 0.77%
4,383
+68
31
$1.24M 0.76%
95,588
-1,869
32
$1.23M 0.75%
8,212
-500
33
$1.19M 0.73%
15,887
+129
34
$1.19M 0.73%
3,081
+44
35
$1.14M 0.7%
22,523
+419
36
$1.11M 0.68%
6,181
+2,557
37
$1.02M 0.63%
42,355
+1,254
38
$956K 0.59%
13,161
+21
39
$848K 0.52%
40,595
+2,391
40
$835K 0.51%
4,335
+3,700
41
$812K 0.5%
11,275
+5,362
42
$762K 0.47%
7,827
+175
43
$661K 0.4%
32,301
+3,113
44
$468K 0.29%
4,108
-3,986
45
$457K 0.28%
3,008
46
$371K 0.23%
636
47
$301K 0.18%
7,524
-16,313
48
$300K 0.18%
1,252
-23
49
$292K 0.18%
1,541
-31
50
$281K 0.17%
951
-46
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