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
$178M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.05M
3
+$4.83M
4
USB icon
US Bancorp
USB
+$4.32M
5
MGM icon
MGM Resorts International
MGM
+$3.72M

Top Sells

1
+$3.97M
2
+$3.35M
3
+$3.22M
4
TSLA icon
Tesla
TSLA
+$3.13M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$2.8M

Sector Composition

1 Financials 15.14%
2 Energy 14.55%
3 Consumer Discretionary 10.96%
4 Communication Services 10.43%
5 Technology 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$479K 0.27%
8,638
-1,148
52
$446K 0.25%
3,169
-3,398
53
$402K 0.23%
7,710
54
$376K 0.21%
6,055
-582
55
$338K 0.19%
4,760
-3,324
56
$331K 0.19%
10,493
-991
57
$323K 0.18%
643
-476
58
$318K 0.18%
2,053
+1,480
59
$309K 0.17%
1,778
-1,304
60
$303K 0.17%
2,240
-1,669
61
$293K 0.16%
2,902
-2,064
62
$275K 0.15%
1,964
-1,604
63
$267K 0.15%
1,080
-848
64
$258K 0.15%
1,420
-1,037
65
$256K 0.14%
+5,819
66
$253K 0.14%
1,703
-996
67
$242K 0.14%
+11,629
68
$239K 0.13%
1,148
-1,022
69
$238K 0.13%
+5,681
70
$238K 0.13%
+1,309
71
$236K 0.13%
1,143
-748
72
$223K 0.13%
9,160
-7,345
73
$223K 0.13%
585
+118
74
$222K 0.12%
+10,165
75
$208K 0.12%
4,311
-69,435
1 2
3
4 5