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
$76.3M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$3.72M
3
+$3.39M
4
META icon
Meta Platforms (Facebook)
META
+$2.92M
5
AMAT icon
Applied Materials
AMAT
+$2.32M

Top Sells

1
+$4.91M
2
+$4.68M
3
+$3.7M
4
AAPL icon
Apple
AAPL
+$3.6M
5
MRK icon
Merck
MRK
+$2.89M

Sector Composition

1 Consumer Discretionary 13.89%
2 Technology 13.5%
3 Industrials 13.25%
4 Communication Services 11.18%
5 Healthcare 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
42
102
$2K ﹤0.01%
130
+10
103
$2K ﹤0.01%
25
104
$2K ﹤0.01%
65
105
$2K ﹤0.01%
60
106
$2K ﹤0.01%
349
107
$1K ﹤0.01%
20
108
$1K ﹤0.01%
2,000
109
– –
-33,339
110
– –
-42,474
111
– –
-690
112
– –
-1,033
113
– –
-1,000
114
– –
-1,104
115
– –
-8,555
116
– –
-12,817
117
– –
0
118
$0 ﹤0.01%
1
119
$0 ﹤0.01%
4
120
– –
-46,334
121
– –
-32,803
122
– –
-165,451
123
– –
-4,395
124
– –
-32,783
125
– –
-7,260
2 3 4
5
6