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
$97.2M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.54M
3
+$2.4M
4
AAPL icon
Apple
AAPL
+$2.07M
5
GLD icon
SPDR Gold Trust
GLD
+$1.92M

Top Sells

1
+$3.55M
2
+$3.49M
3
+$2.48M
4
CMI icon
Cummins
CMI
+$2.32M
5
F icon
Ford
F
+$2.19M

Sector Composition

1 Financials 14.93%
2 Technology 13.38%
3 Healthcare 10.16%
4 Energy 7.51%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3K ﹤0.01%
120
+60
102
$3K ﹤0.01%
60
103
$3K ﹤0.01%
349
104
$2K ﹤0.01%
25
105
$2K ﹤0.01%
65
106
$1K ﹤0.01%
4
-968
107
$1K ﹤0.01%
20
108
$1K ﹤0.01%
2,000
109
– –
-3,465
110
– –
-55,641
111
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-8
112
– –
-41,474
113
– –
-29,946
114
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-481
115
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-239,165
116
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-23,959
117
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-20
118
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-202
119
– –
-30,333
120
– –
-59,400
121
– –
-300
122
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-33
123
– –
-991
124
– –
0
125
$0 ﹤0.01%
1
2 3 4
5
6