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
$100M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$3.14M
3
+$2.55M
4
TWLO icon
Twilio
TWLO
+$2.48M
5
CMI icon
Cummins
CMI
+$2.11M

Top Sells

1
+$3.83M
2
+$2.74M
3
+$2.51M
4
AAPL icon
Apple
AAPL
+$2.12M
5
PG icon
Procter & Gamble
PG
+$374K

Sector Composition

1 Technology 21.41%
2 Communication Services 14.05%
3 Healthcare 12.43%
4 Financials 12.12%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9K 0.01%
165
102
$9K 0.01%
+2,000
103
$7K 0.01%
50
104
$6K 0.01%
72
105
$6K 0.01%
50
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$5K 0.01%
27
+3
107
$3K ﹤0.01%
42
108
$3K ﹤0.01%
349
109
$2K ﹤0.01%
28
110
$2K ﹤0.01%
60
+28
111
$1K ﹤0.01%
8
112
$1K ﹤0.01%
125
113
$1K ﹤0.01%
33
114
$1K ﹤0.01%
71
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1
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60
117
$1K ﹤0.01%
25
-1
118
$1K ﹤0.01%
+10
119
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120
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121
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0
122
– –
-9,078
123
$0 ﹤0.01%
200
124
– –
-11
125
$0 ﹤0.01%
2
2 3 4
5
6