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
$59M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.37M
3
+$760K
4
AUY
Yamana Gold, Inc.
AUY
+$574K
5
VIPS icon
Vipshop
VIPS
+$455K

Top Sells

1
+$1.84M
2
+$1.45M
3
+$1.25M
4
AVP
Avon Products, Inc.
AVP
+$1.07M
5
DXCM icon
DexCom
DXCM
+$1.06M

Sector Composition

1 Technology 15.49%
2 Consumer Staples 14.84%
3 Healthcare 11.01%
4 Energy 10.93%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
79
-3,579
102
$1K ﹤0.01%
200
103
$1K ﹤0.01%
22
104
$1K ﹤0.01%
26
+8
105
$0 ﹤0.01%
10
106
– –
-69
107
– –
-906
108
$0 ﹤0.01%
4
109
– –
-68
110
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-39,442
111
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-8,248
112
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-17,467
113
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-34,227
114
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-2,660
115
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-25,891
116
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-44,766
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-77,120
119
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-39,187
120
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-690
121
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-584
122
– –
-558
123
$0 ﹤0.01%
16
124
– –
-57
125
– –
-20,163
2 3 4
5
6