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
$163M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$6.36M
3
+$6.1M
4
ANET icon
Arista Networks
ANET
+$5.93M
5
ROKU icon
Roku
ROKU
+$5.56M

Top Sells

1
+$8.13M
2
+$4.35M
3
+$4.17M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$654K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$603K

Sector Composition

1 Technology 36.97%
2 Communication Services 16.61%
3 Industrials 8.44%
4 Materials 8.26%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.17%
4,433
-9,321
52
$277K 0.17%
3,241
-2,098
53
$260K 0.16%
3,150
-34
54
$254K 0.16%
1,834
-41
55
$249K 0.15%
+1,744
56
$228K 0.14%
1,574
-1
57
$214K 0.13%
+3,525
58
$212K 0.13%
13,172
+62
59
$211K 0.13%
+2,650
60
$210K 0.13%
+1,632
61
$208K 0.13%
2,315
-27
62
$202K 0.12%
1,184
-13
63
$202K 0.12%
3,424
-43
64
$199K 0.12%
6,396
+2,587
65
$194K 0.12%
2,124
-13
66
$194K 0.12%
2,421
-26
67
$182K 0.11%
+6,894
68
$175K 0.11%
1,245
69
$174K 0.11%
14,251
+585
70
$171K 0.1%
+1,187
71
$169K 0.1%
27,685
-122
72
$158K 0.1%
589
+216
73
$132K 0.08%
500
-54
74
$131K 0.08%
+4,931
75
$129K 0.08%
+6,873
1 2
3
4 5