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
$63.2M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.71M
3
+$1.5M
4
TWTR
Twitter, Inc.
TWTR
+$752K
5
MRO
Marathon Oil Corporation
MRO
+$682K

Top Sells

1
+$2.61M
2
+$2.06M
3
+$1.4M
4
KR icon
Kroger
KR
+$1.05M
5
ABT icon
Abbott
ABT
+$1.03M

Sector Composition

1 Technology 16.75%
2 Financials 14.69%
3 Consumer Staples 14.49%
4 Energy 9.02%
5 Materials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-35
102
– –
-40
103
– –
-3,306
104
$0 ﹤0.01%
200
105
– –
-16,728
106
$0 ﹤0.01%
12
107
$0 ﹤0.01%
10
108
– –
-250
109
$0 ﹤0.01%
20
110
– –
-351
111
– –
-150
112
– –
-225
113
– –
-275
114
– –
-11,865
115
– –
-224,580
116
– –
-3,900
117
– –
-29,066
118
– –
-16,515
119
$0 ﹤0.01%
4
1 2 3 4
5