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
$126M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.55M
3
+$4.06M
4
SH icon
ProShares Short S&P500
SH
+$3.18M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.05M

Top Sells

1
+$2.56M
2
+$299K
3
+$68K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$66K
5
SKT icon
Tanger
SKT
+$56.4K

Sector Composition

1 Healthcare 13.19%
2 Financials 9.69%
3 Materials 9.05%
4 Energy 8.86%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$419K 0.33%
4,636
-207
52
$351K 0.28%
8,476
53
$300K 0.24%
11,465
+27
54
$262K 0.21%
4,636
55
$223K 0.18%
18,741
56
$220K 0.17%
+1,280
57
$180K 0.14%
2,842
58
$145K 0.12%
9,119
-1,400
59
$144K 0.11%
7,656
-3,000
60
$135K 0.11%
6,977
+3,039
61
$128K 0.1%
1,204
-2,808
62
$118K 0.09%
12,887
63
$118K 0.09%
12,436
-1,366
64
$113K 0.09%
998
-378
65
$101K 0.08%
573
66
$92K 0.07%
400
67
$79K 0.06%
576
+492
68
$77K 0.06%
663
69
$72K 0.06%
86,402
-25,323
70
$70K 0.06%
+162
71
$69K 0.05%
+3,000
72
$69K 0.05%
1,275
73
$61K 0.05%
250
74
$58K 0.05%
+200
75
$57K 0.05%
+232
1 2
3
4 5