KIG

Kessler Investment Group Portfolio holdings

AUM $233M
1-Year Est. Return 58.11%
This Quarter Est. Return
1 Year Est. Return
+58.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.55M
3
+$4.06M
4
SH icon
ProShares Short S&P500
SH
+$3.18M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.05M

Top Sells

1
+$2.56M
2
+$299K
3
+$68K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$66K
5
SKT icon
Tanger
SKT
+$56.4K

Sector Composition

1 Healthcare 13.19%
2 Financials 9.69%
3 Materials 9.05%
4 Energy 8.86%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K 0.01%
50
+43
102
$11K 0.01%
400
103
$10K 0.01%
+193
104
$10K 0.01%
74
105
$9K 0.01%
397
106
$7K 0.01%
190
107
$7K 0.01%
28
108
$6K ﹤0.01%
30
109
$6K ﹤0.01%
60
110
$6K ﹤0.01%
+57
111
$5K ﹤0.01%
42
112
$5K ﹤0.01%
40
113
$5K ﹤0.01%
19
114
$5K ﹤0.01%
+33
115
$5K ﹤0.01%
349
116
$4K ﹤0.01%
55
117
$3K ﹤0.01%
20
118
$3K ﹤0.01%
95
119
$3K ﹤0.01%
50
120
$3K ﹤0.01%
10
121
$3K ﹤0.01%
53
122
$2K ﹤0.01%
25
123
$2K ﹤0.01%
65
124
$2K ﹤0.01%
+9
125
$2K ﹤0.01%
9
2 3 4
5
6