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
$205M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.69M
3
+$7.58M
4
ARES icon
Ares Management
ARES
+$6.79M
5
HCA icon
HCA Healthcare
HCA
+$5.99M

Top Sells

1
+$9.7M
2
+$8.37M
3
+$7.48M
4
TSLA icon
Tesla
TSLA
+$7.42M
5
DUK icon
Duke Energy
DUK
+$7.13M

Sector Composition

1 Technology 36.44%
2 Communication Services 13.67%
3 Healthcare 10.99%
4 Financials 10.42%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$247K 0.12%
+1,770
77
$239K 0.12%
+1,962
78
$229K 0.11%
+2,354
79
$181K 0.09%
1,181
-206
80
$148K 0.07%
7,296
+3,017
81
$139K 0.07%
3,473
-86
82
$138K 0.07%
239
-9,720
83
$124K 0.06%
15,236
84
$122K 0.06%
2,303
-796
85
$121K 0.06%
832
86
$119K 0.06%
2,753
+391
87
$118K 0.06%
995
+400
88
$107K 0.05%
400
-84
89
$99.5K 0.05%
1,581
90
$90.6K 0.04%
2,682
91
$90.6K 0.04%
580
92
$88.6K 0.04%
7,627
93
$88.5K 0.04%
782
94
$80.9K 0.04%
312
-22,263
95
$80.7K 0.04%
215
-11,409
96
$77.5K 0.04%
4,991
97
$76.7K 0.04%
1,852
98
$73.6K 0.04%
1,103
+178
99
$72.8K 0.04%
323
100
$72.6K 0.04%
3,185
2 3
4
5 6