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
$141M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$5.82M
3
+$5.26M
4
ABNB icon
Airbnb
ABNB
+$4.31M
5
AMD icon
Advanced Micro Devices
AMD
+$4.24M

Top Sells

1
+$11.2M
2
+$7.09M
3
+$2.61M
4
TWTR
Twitter, Inc.
TWTR
+$2.15M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.37M

Sector Composition

1 Financials 12.96%
2 Consumer Discretionary 12.02%
3 Communication Services 11.66%
4 Healthcare 11.59%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$136K 0.1%
500
+250
77
$136K 0.1%
+1,247
78
$136K 0.1%
+3,480
79
$135K 0.1%
+797
80
$133K 0.09%
+1,230
81
$122K 0.09%
+5,760
82
$118K 0.08%
+467
83
$113K 0.08%
+3,499
84
$110K 0.08%
5,817
-1,160
85
$108K 0.08%
+3,496
86
$105K 0.07%
2,110
-2,526
87
$104K 0.07%
1,204
88
$100K 0.07%
6,133
-1,523
89
$99K 0.07%
9,505
-3,382
90
$97K 0.07%
573
91
$92K 0.07%
400
92
$92K 0.07%
+5,165
93
$79K 0.06%
+1,123
94
$76K 0.05%
+488
95
$75K 0.05%
3,666
+3,269
96
$67K 0.05%
663
97
$67K 0.05%
1,037
+1,012
98
$67K 0.05%
1,275
99
$65K 0.05%
+1,095
100
$58K 0.04%
956
-32,723
2 3
4
5 6