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
$69.1M
AUM Growth
-$776K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.74M
3
+$2.71M
4
DHI icon
D.R. Horton
DHI
+$1.97M
5
PBYI icon
Puma Biotechnology
PBYI
+$917K

Top Sells

1
+$4.09M
2
+$2.67M
3
+$2.54M
4
TPR icon
Tapestry
TPR
+$2.28M
5
CTRA icon
Coterra Energy
CTRA
+$2.19M

Sector Composition

1 Financials 17.14%
2 Technology 17.03%
3 Industrials 14.85%
4 Healthcare 10.27%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,515
102
– –
-5,847
103
– –
-4,920
104
– –
-1,674
105
$0 ﹤0.01%
200
106
– –
-7,000
107
$0 ﹤0.01%
10
108
$0 ﹤0.01%
3
109
– –
0
110
– –
-2,791
111
– –
-100
112
– –
-3,466
113
– –
-1,640
114
– –
-55,978
1 2 3 4
5