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
$83.5M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.36M
4
BKR icon
Baker Hughes
BKR
+$547K
5
CPB icon
Campbell Soup
CPB
+$389K

Top Sells

1
+$1.88M
2
+$1.37M
3
+$944K
4
IVZ icon
Invesco
IVZ
+$891K
5
XYZ
Block Inc
XYZ
+$378K

Sector Composition

1 Technology 25.04%
2 Financials 18.44%
3 Consumer Discretionary 12.08%
4 Communication Services 11.59%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.04%
752
102
$29K 0.03%
211
103
$29K 0.03%
221
+21
104
$24K 0.03%
+375
105
$22K 0.03%
+203
106
$21K 0.03%
1,220
+220
107
$21K 0.03%
310
108
$21K 0.03%
1,103
109
$18K 0.02%
+1,400
110
$18K 0.02%
320
111
$18K 0.02%
526
+157
112
$18K 0.02%
74
+26
113
$17K 0.02%
300
114
$16K 0.02%
+296
115
$14K 0.02%
380
116
$12K 0.01%
90
117
$12K 0.01%
112
118
$11K 0.01%
100
119
$9K 0.01%
165
120
$9K 0.01%
+39
121
$8K 0.01%
+40
122
$8K 0.01%
+50
123
$7K 0.01%
+45
124
$7K 0.01%
+139
125
$7K 0.01%
+173
3 4
5
6 7