KIG

Kessler Investment Group Portfolio holdings

AUM $211M
1-Year Est. Return 48.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.78M
3
+$4.48M
4
GOOS
Canada Goose Holdings
GOOS
+$3.88M
5
SOFI icon
SoFi Technologies
SOFI
+$3.77M

Top Sells

1
+$14.3M
2
+$11.5M
3
+$8.35M
4
SPOT icon
Spotify
SPOT
+$7.12M
5
SHOP icon
Shopify
SHOP
+$6.98M

Sector Composition

1 Technology 36.17%
2 Communication Services 15.02%
3 Industrials 8.72%
4 Healthcare 8.1%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.05%
8,658
-20
27
$1.91M 0.82%
11,781
-155
28
$1.89M 0.81%
12,161
+62
29
$1.81M 0.78%
22,085
+65
30
$1.67M 0.72%
32,312
+76
31
$1.61M 0.69%
4,987
32
$1.48M 0.64%
12,271
-338
33
$1.36M 0.58%
10,375
-26
34
$1.23M 0.53%
62,809
+59
35
$1.2M 0.51%
11,762
+34
36
$1.13M 0.48%
57,114
-198
37
$974K 0.42%
7,687
-74
38
$956K 0.41%
37,480
+193
39
$927K 0.4%
18,334
+72
40
$912K 0.39%
16,933
-28,639
41
$902K 0.39%
5,848
-224
42
$855K 0.37%
39,949
-415
43
$804K 0.35%
5,777
+4,945
44
$765K 0.33%
36,955
+1,906
45
$737K 0.32%
16,912
+16,828
46
$724K 0.31%
6,120
+490
47
$721K 0.31%
16,142
+8,094
48
$713K 0.31%
1,689
+75
49
$605K 0.26%
1,703
-1,195
50
$568K 0.24%
2,306
1
2
3 4 5