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
$211M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.74M
3
+$6.11M
4
TOST icon
Toast
TOST
+$4.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.58M

Top Sells

1
+$5.98M
2
+$4.99M
3
+$2.78M
4
Z icon
Zillow
Z
+$1.47M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$875K

Sector Composition

1 Technology 34.58%
2 Communication Services 14.14%
3 Consumer Discretionary 13.23%
4 Industrials 10.06%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.9%
8,601
-486
27
$1.59M 0.75%
12,302
-516
28
$1.48M 0.7%
12,268
-502
29
$1.41M 0.67%
32,076
-1,275
30
$1.29M 0.61%
12,741
-1,143
31
$1.29M 0.61%
10,429
-501
32
$1.24M 0.59%
11,794
-488
33
$1.18M 0.56%
36,834
-1,332
34
$1.14M 0.54%
4,945
35
$1.12M 0.53%
57,483
-4,912
36
$1.12M 0.53%
57,542
-4,762
37
$1.1M 0.52%
7,817
-305
38
$1.06M 0.5%
10,901
+293
39
$1.05M 0.5%
22,042
-604
40
$986K 0.47%
9,908
-320
41
$968K 0.46%
18,327
-708
42
$963K 0.46%
7,309
+188
43
$948K 0.45%
+40,129
44
$794K 0.38%
19,533
+518
45
$756K 0.36%
8,984
-10
46
$710K 0.34%
13,057
-110,101
47
$628K 0.3%
1,801
-101
48
$556K 0.26%
2,696
-191
49
$553K 0.26%
1,373
-12,397
50
$541K 0.26%
7,142
+190
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