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
$34.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.06M
3
+$2.02M
4
AAPL icon
Apple
AAPL
+$1.96M
5
PETS icon
PetMed Express
PETS
+$1.61M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.06%
2 Technology 17.05%
3 Financials 10.32%
4 Materials 7.46%
5 Energy 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$69K 0.2%
+2,403
52
$68K 0.2%
+6,274
53
$65K 0.19%
+2,718
54
$64K 0.19%
+592
55
$62K 0.18%
+4,730
56
$61K 0.18%
+2,909
57
$58K 0.17%
+2,674
58
$12K 0.03%
+788
59
$12K 0.03%
+500
60
$11K 0.03%
+250
61
$8K 0.02%
+98
62
$8K 0.02%
+351
63
$8K 0.02%
+690
64
$6K 0.02%
+85
65
$5K 0.01%
+207
66
$4K 0.01%
+218
67
$4K 0.01%
+34
68
$4K 0.01%
+58
69
$3K 0.01%
+85
70
$3K 0.01%
+150
71
$2K 0.01%
+94
72
$2K 0.01%
+100
73
$1K ﹤0.01%
+51
74
$1K ﹤0.01%
+60
75
$1K ﹤0.01%
+40
1 2
3
4