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
$61.1M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$750K
3
+$726K
4
META icon
Meta Platforms (Facebook)
META
+$601K
5
NOV icon
NOV
NOV
+$492K

Top Sells

1
+$1.11M
2
+$738K
3
+$662K
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$637K
5
INVN
Invensense Inc
INVN
+$561K

Sector Composition

1 Technology 17.46%
2 Healthcare 14.02%
3 Financials 12.37%
4 Consumer Staples 11.52%
5 Energy 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6K 0.01%
57
102
$6K 0.01%
+199
103
$6K 0.01%
+237
104
$6K 0.01%
+125
105
$6K 0.01%
+64
106
$5K 0.01%
100
107
$5K 0.01%
324
108
$5K 0.01%
84
+26
109
$3K ﹤0.01%
150
110
$3K ﹤0.01%
69
111
$2K ﹤0.01%
100
112
$2K ﹤0.01%
31
113
$1K ﹤0.01%
68
-65
114
$1K ﹤0.01%
+31
115
$1K ﹤0.01%
200
116
$1K ﹤0.01%
22
+1
117
$1K ﹤0.01%
+18
118
$1K ﹤0.01%
275
119
– –
-60
120
– –
-200
121
– –
-100
122
– –
-60
123
– –
-190
124
– –
-250
125
– –
-61,094
2 3 4
5
6