KIG

Kessler Investment Group Portfolio holdings

AUM $211M
1-Year Est. Return 48.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.2M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.22M
3
+$1.21M
4
DIS icon
Walt Disney
DIS
+$1.21M
5
AOL
AOL INC COMMON STOCK
AOL
+$903K

Top Sells

1
+$2.11M
2
+$1.47M
3
+$1.38M
4
AIZ icon
Assurant
AIZ
+$1.24M
5
CINF icon
Cincinnati Financial
CINF
+$1.19M

Sector Composition

1 Technology 17.97%
2 Industrials 16.08%
3 Financials 14.8%
4 Healthcare 10.3%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-42,268
102
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-3,273
103
– –
-13,306
104
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-94
105
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-8,398
106
$0 ﹤0.01%
+16
107
– –
-89,625
108
– –
-5,713
109
$0 ﹤0.01%
+5
110
– –
-63,105
111
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-40,034
112
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-2,124
113
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-8,516
114
– –
-12,471
115
– –
-18,997
116
– –
-18,764
117
$0 ﹤0.01%
10
118
– –
-16,798
119
– –
-1
1 2 3 4
5