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
$126M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.55M
3
+$4.06M
4
SH icon
ProShares Short S&P500
SH
+$3.18M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.05M

Top Sells

1
+$2.56M
2
+$299K
3
+$68K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$66K
5
SKT icon
Tanger
SKT
+$56.4K

Sector Composition

1 Healthcare 13.19%
2 Financials 9.69%
3 Materials 9.05%
4 Energy 8.86%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$55K 0.04%
191
77
$50K 0.04%
299
+60
78
$49K 0.04%
1,982
-229
79
$49K 0.04%
+1,622
80
$47K 0.04%
2,691
81
$41K 0.03%
150
82
$38K 0.03%
75
83
$30K 0.02%
752
84
$30K 0.02%
351
85
$29K 0.02%
1,204
-187
86
$29K 0.02%
1,134
87
$26K 0.02%
+12
88
$24K 0.02%
100
89
$24K 0.02%
1,037
-779
90
$22K 0.02%
250
91
$17K 0.01%
+62
92
$17K 0.01%
200
93
$17K 0.01%
742
-788
94
$16K 0.01%
41
95
$16K 0.01%
82
96
$14K 0.01%
607
97
$14K 0.01%
165
98
$14K 0.01%
379
99
$13K 0.01%
75
100
$13K 0.01%
100
2 3
4
5 6