KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.7M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.24M
3
+$1.78M
4
CMCSA icon
Comcast
CMCSA
+$1.63M
5
IVZ icon
Invesco
IVZ
+$1.12M

Top Sells

1
+$2.88M
2
+$2.48M
3
+$1.77M
4
GE icon
GE Aerospace
GE
+$1.56M
5
PG icon
Procter & Gamble
PG
+$1.42M

Sector Composition

1 Technology 25.43%
2 Financials 13.94%
3 Communication Services 13.85%
4 Healthcare 9.14%
5 Materials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.02%
320
77
$14K 0.02%
380
78
$13K 0.02%
175
79
$13K 0.02%
369
80
$12K 0.02%
112
81
$12K 0.02%
100
82
$11K 0.01%
48
83
$8K 0.01%
165
84
$4K 0.01%
72
85
$3K ﹤0.01%
42
86
$3K ﹤0.01%
19
87
$2K ﹤0.01%
29
88
$1K ﹤0.01%
20
89
$1K ﹤0.01%
125
90
$1K ﹤0.01%
71
91
$1K ﹤0.01%
22
92
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0
93
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94
– –
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95
$0 ﹤0.01%
200
96
$0 ﹤0.01%
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97
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2
98
$0 ﹤0.01%
8
99
– –
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100
– –
-100
1 2 3
4
5