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
$178M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.05M
3
+$4.83M
4
USB icon
US Bancorp
USB
+$4.32M
5
MGM icon
MGM Resorts International
MGM
+$3.72M

Top Sells

1
+$3.97M
2
+$3.35M
3
+$3.22M
4
TSLA icon
Tesla
TSLA
+$3.13M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$2.8M

Sector Composition

1 Financials 15.14%
2 Energy 14.55%
3 Consumer Discretionary 10.96%
4 Communication Services 10.43%
5 Technology 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$192K 0.11%
1,296
77
$188K 0.11%
4,198
-10,560
78
$184K 0.1%
1,100
+140
79
$181K 0.1%
8,407
+1,404
80
$179K 0.1%
317
81
$177K 0.1%
5,165
82
$167K 0.09%
1,230
83
$164K 0.09%
2,807
84
$152K 0.09%
4,368
85
$148K 0.08%
9,505
86
$148K 0.08%
3,600
+120
87
$146K 0.08%
815
+18
88
$141K 0.08%
554
+54
89
$132K 0.07%
+2,298
90
$128K 0.07%
3,496
91
$118K 0.07%
6,133
92
$111K 0.06%
1,204
93
$104K 0.06%
3,499
94
$88K 0.05%
5,760
95
$80K 0.05%
663
96
$78K 0.04%
1,515
-595
97
$75K 0.04%
1,275
98
$74K 0.04%
3,938
-1,879
99
$62K 0.03%
3,326
-340
100
$59K 0.03%
1,655
+50
2 3
4
5 6