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
$78.6M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.36M
3
+$2.24M
4
META icon
Meta Platforms (Facebook)
META
+$2.09M
5
AMZN icon
Amazon
AMZN
+$1.54M

Top Sells

1
+$6.32M
2
+$3.28M
3
+$3.19M
4
MRK icon
Merck
MRK
+$1.73M
5
PG icon
Procter & Gamble
PG
+$1.6M

Sector Composition

1 Technology 24.05%
2 Financials 20.55%
3 Communication Services 14.91%
4 Consumer Discretionary 11.53%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-32,146
102
– –
-1,950
103
– –
-11,250
104
– –
0
105
$0 ﹤0.01%
200
106
$0 ﹤0.01%
8
107
– –
-6,260
108
– –
-333,075
109
– –
-6,500
110
– –
-750
111
– –
-6,626
112
– –
-1,552
113
$0 ﹤0.01%
2
114
$0 ﹤0.01%
12
115
$0 ﹤0.01%
+100
116
– –
-22
1 2 3 4
5