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
$83.2M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.92M
3
+$2.63M
4
TROW icon
T. Rowe Price
TROW
+$2.45M
5
NE
Noble Corporation
NE
+$1.42M

Top Sells

1
+$2.68M
2
+$792K
3
+$509K
4
INBK icon
First Internet Bancorp
INBK
+$275K
5
RRC icon
Range Resources
RRC
+$206K

Sector Composition

1 Financials 25.34%
2 Technology 14.96%
3 Industrials 13.15%
4 Healthcare 11.18%
5 Energy 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8K 0.01%
208
77
$8K 0.01%
165
78
$8K 0.01%
67
79
$6K 0.01%
58
80
$6K 0.01%
50
81
$6K 0.01%
75
82
$6K 0.01%
50
83
$6K 0.01%
500
84
$3K ﹤0.01%
441
85
$2K ﹤0.01%
79
86
$2K ﹤0.01%
+172
87
$2K ﹤0.01%
71
88
$2K ﹤0.01%
20
89
$1K ﹤0.01%
+22
90
$1K ﹤0.01%
39
91
$1K ﹤0.01%
+100
92
$1K ﹤0.01%
20
93
$1K ﹤0.01%
13
94
$1K ﹤0.01%
25
95
– –
-100
96
$0 ﹤0.01%
+8
97
– –
-31
98
$0 ﹤0.01%
20
99
– –
-6,004
100
– –
-6,304
1 2 3
4
5