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
$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
– –
-275
102
– –
-11,865
103
– –
-224,580
104
– –
-3,900
105
– –
-29,066
106
– –
-16,515
107
$0 ﹤0.01%
16
108
– –
-5,130
109
– –
-100
110
– –
-240
111
– –
-73
112
– –
-35
113
– –
-40
114
– –
-3,306
115
$0 ﹤0.01%
200
116
– –
-16,728
117
$0 ﹤0.01%
12
118
$0 ﹤0.01%
10
119
$0 ﹤0.01%
4
1 2 3 4
5