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
$211M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.74M
3
+$6.11M
4
TOST icon
Toast
TOST
+$4.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.58M

Top Sells

1
+$5.98M
2
+$4.99M
3
+$2.78M
4
Z icon
Zillow
Z
+$1.47M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$875K

Sector Composition

1 Technology 34.58%
2 Communication Services 14.14%
3 Consumer Discretionary 13.23%
4 Industrials 10.06%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$540K 0.26%
26,133
-1,372
52
$523K 0.25%
5,733
+910
53
$496K 0.24%
2,337
-159
54
$481K 0.23%
21,123
+1,659
55
$478K 0.23%
4,000
-508
56
$467K 0.22%
14,877
-4,112
57
$432K 0.2%
20,225
+1,662
58
$410K 0.19%
5,722
-399
59
$384K 0.18%
3,288
+272
60
$383K 0.18%
8,009
61
$382K 0.18%
1,272
-9,242
62
$378K 0.18%
4,154
-294
63
$362K 0.17%
20,147
-566
64
$355K 0.17%
5,695
-137
65
$347K 0.16%
1,569
-307
66
$345K 0.16%
4,024
67
$321K 0.15%
4,713
-339
68
$302K 0.14%
15,236
-9,025
69
$300K 0.14%
1,292
70
$292K 0.14%
1,643
-266
71
$254K 0.12%
+13,875
72
$213K 0.1%
1,387
-187
73
$196K 0.09%
1,044
-140
74
$172K 0.08%
3,099
-1,639
75
$170K 0.08%
3,559
-2,175
1 2
3
4 5