KIG

Kessler Investment Group Portfolio holdings

AUM $211M
1-Year Est. Return 48.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.3M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$2.31M
3
+$2.3M
4
TNL icon
Travel + Leisure Co
TNL
+$2.23M
5
OXY icon
Occidental Petroleum
OXY
+$2.05M

Top Sells

1
+$11.3M
2
+$3.47M
3
+$2.9M
4
TSLA icon
Tesla
TSLA
+$2.74M
5
PG icon
Procter & Gamble
PG
+$2.41M

Sector Composition

1 Consumer Discretionary 18.06%
2 Materials 16.47%
3 Healthcare 13.35%
4 Consumer Staples 8.46%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
55
102
$4K ﹤0.01%
40
103
$4K ﹤0.01%
19
-1
104
$4K ﹤0.01%
349
105
$3K ﹤0.01%
50
106
$3K ﹤0.01%
84
107
$2K ﹤0.01%
20
108
$2K ﹤0.01%
65
109
$2K ﹤0.01%
+10
110
$1K ﹤0.01%
7
111
$1K ﹤0.01%
25
112
$0 ﹤0.01%
200
113
– –
-5,835
114
– –
-20,919
115
– –
-10,998
116
– –
-7,270
117
– –
-949
118
– –
-5,439
119
– –
-242
120
– –
-320
121
– –
-17,365
122
– –
-59,346
123
– –
-30,401
124
– –
0
125
– –
-1,119
2 3 4
5
6