KIG

Kessler Investment Group Portfolio holdings

AUM $211M
1-Year Est. Return 48.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.78M
3
+$4.48M
4
GOOS
Canada Goose Holdings
GOOS
+$3.88M
5
SOFI icon
SoFi Technologies
SOFI
+$3.77M

Top Sells

1
+$14.3M
2
+$11.5M
3
+$8.35M
4
SPOT icon
Spotify
SPOT
+$7.12M
5
SHOP icon
Shopify
SHOP
+$6.98M

Sector Composition

1 Technology 36.17%
2 Communication Services 15.02%
3 Industrials 8.72%
4 Healthcare 8.1%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$538K 0.23%
1,373
52
$524K 0.23%
27,881
-111
53
$523K 0.22%
18,523
+171
54
$487K 0.21%
1,733
55
$480K 0.21%
+954
56
$447K 0.19%
1,272
57
$422K 0.18%
+1,287
58
$411K 0.18%
2,039
-3
59
$403K 0.17%
16,390
60
$398K 0.17%
5,271
+179
61
$382K 0.16%
7,909
62
$375K 0.16%
4,427
-1
63
$372K 0.16%
1,120
64
$356K 0.15%
8,448
-2,515
65
$356K 0.15%
2,557
66
$341K 0.15%
5,140
+96
67
$338K 0.15%
5,332
68
$333K 0.14%
1,438
69
$325K 0.14%
1,343
-60
70
$323K 0.14%
6,077
+2,468
71
$315K 0.14%
6,506
72
$297K 0.13%
1,141
73
$296K 0.13%
3,698
+1
74
$292K 0.13%
1,562
75
$277K 0.12%
1,915
1 2
3
4 5