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

Top Buys

1
+$1.39M
2
+$705K
3
+$696K
4
META icon
Meta Platforms (Facebook)
META
+$589K
5
GDP
GOODRICH PETROLEUM CORP(NEW)
GDP
+$587K

Top Sells

1
+$1.16M
2
+$738K
3
+$662K
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$638K
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%
+63
102
$6K 0.01%
57
103
$6K 0.01%
+199
104
$6K 0.01%
+237
105
$6K 0.01%
+125
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%
+31
114
$1K ﹤0.01%
200
115
$1K ﹤0.01%
22
+1
116
$1K ﹤0.01%
+18
117
$1K ﹤0.01%
275
118
$1K ﹤0.01%
68
-65
119
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120
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121
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122
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123
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124
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-250
125
– –
-61,094
2 3 4
5
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