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
$172M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.31M
3
+$5.23M
4
GLW icon
Corning
GLW
+$4.71M
5
SLV icon
iShares Silver Trust
SLV
+$4.06M

Top Sells

1
+$13.6M
2
+$7.06M
3
+$5.94M
4
COP icon
ConocoPhillips
COP
+$5.05M
5
TSLA icon
Tesla
TSLA
+$2.36M

Sector Composition

1 Financials 18.07%
2 Communication Services 13.7%
3 Consumer Discretionary 10.17%
4 Technology 9.05%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.12%
1,709
+6
77
$182K 0.11%
+636
78
$180K 0.1%
3,627
-684
79
$173K 0.1%
1,060
-40
80
$146K 0.08%
1,230
81
$144K 0.08%
566
-19
82
$128K 0.07%
+500
83
$128K 0.07%
+2,107
84
$128K 0.07%
725
-90
85
$122K 0.07%
5,165
86
$120K 0.07%
2,298
87
$120K 0.07%
2,997
-603
88
$118K 0.07%
554
89
$111K 0.06%
+15,622
90
$108K 0.06%
619
-40,477
91
$106K 0.06%
+523
92
$106K 0.06%
+2,703
93
$105K 0.06%
1,204
94
$86K 0.05%
4,214
-7,415
95
$84K 0.05%
1,360
+85
96
$81K 0.05%
580
+540
97
$74K 0.04%
663
98
$68K 0.04%
1,535
-1,272
99
$67K 0.04%
3,938
100
$58K 0.03%
+1,005
2 3
4
5 6