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
$211M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.74M
3
+$6.11M
4
TOST icon
Toast
TOST
+$4.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.58M

Top Sells

1
+$5.98M
2
+$4.99M
3
+$2.78M
4
Z icon
Zillow
Z
+$1.47M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$875K

Sector Composition

1 Technology 34.58%
2 Communication Services 14.14%
3 Consumer Discretionary 13.23%
4 Industrials 10.06%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$162K 0.08%
484
-16
77
$132K 0.06%
782
-55
78
$119K 0.06%
11,989
-695
79
$114K 0.05%
832
80
$110K 0.05%
580
81
$107K 0.05%
4,991
-2,359
82
$105K 0.05%
2,362
-1,245
83
$98.1K 0.05%
3,089
84
$96.3K 0.05%
3,185
-1,085
85
$95K 0.05%
707
-350
86
$93.3K 0.04%
1,328
87
$90.1K 0.04%
1,581
88
$86.1K 0.04%
4,279
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89
$81.9K 0.04%
841
-405
90
$81.8K 0.04%
1,852
-964
91
$79.3K 0.04%
2,682
92
$77.3K 0.04%
323
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93
$71.2K 0.03%
7,627
-2,991
94
$68.2K 0.03%
925
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95
$64K 0.03%
595
96
$63.8K 0.03%
559
97
$61.8K 0.03%
1,250
-200
98
$60.7K 0.03%
2,789
-1,324
99
$57.6K 0.03%
1,700
100
$52.4K 0.02%
1,842
2 3
4
5 6