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
$163M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$6.36M
3
+$6.1M
4
ANET icon
Arista Networks
ANET
+$5.93M
5
ROKU icon
Roku
ROKU
+$5.56M

Top Sells

1
+$8.13M
2
+$4.35M
3
+$4.17M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$654K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$603K

Sector Composition

1 Technology 36.97%
2 Communication Services 16.61%
3 Industrials 8.44%
4 Materials 8.26%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$125K 0.08%
+6,161
77
$123K 0.08%
+1,656
78
$122K 0.07%
1,453
-18
79
$114K 0.07%
2,914
80
$110K 0.07%
7,396
81
$105K 0.06%
1,171
82
$104K 0.06%
1,238
-2,342
83
$101K 0.06%
1,333
-284
84
$98.9K 0.06%
3,333
+18
85
$95.8K 0.06%
611
-51,844
86
$87.6K 0.05%
3,089
87
$86.6K 0.05%
1,450
88
$81.7K 0.05%
580
89
$77K 0.05%
+594
90
$75.8K 0.05%
1,581
-87,075
91
$71.2K 0.04%
3,672
-94
92
$66K 0.04%
559
93
$65.4K 0.04%
1,328
-191
94
$62.8K 0.04%
+3,096
95
$54.1K 0.03%
615
-946
96
$52.7K 0.03%
1,700
97
$47.5K 0.03%
482
-541
98
$46.8K 0.03%
150
99
$39.3K 0.02%
1,872
-2,603
100
$37.8K 0.02%
783
+672
2 3
4
5 6