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
$141M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$5.82M
3
+$5.26M
4
ABNB icon
Airbnb
ABNB
+$4.31M
5
AMD icon
Advanced Micro Devices
AMD
+$4.24M

Top Sells

1
+$11.2M
2
+$7.09M
3
+$2.61M
4
TWTR
Twitter, Inc.
TWTR
+$2.15M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.37M

Sector Composition

1 Financials 12.96%
2 Consumer Discretionary 12.02%
3 Communication Services 11.66%
4 Healthcare 11.59%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56K 0.04%
232
102
$52K 0.04%
200
103
$49K 0.03%
191
104
$48K 0.03%
7,013
-5,423
105
$46K 0.03%
2,691
106
$42K 0.03%
150
107
$34K 0.02%
1,394
-588
108
$30K 0.02%
351
109
$29K 0.02%
226
-8,436
110
$29K 0.02%
1,134
111
$28K 0.02%
12
112
$28K 0.02%
+350
113
$27K 0.02%
752
114
$27K 0.02%
51,167
-35,235
115
$24K 0.02%
1,037
116
$22K 0.02%
100
117
$21K 0.01%
656
-27,432
118
$18K 0.01%
200
119
$18K 0.01%
250
120
$17K 0.01%
742
121
$14K 0.01%
165
122
$14K 0.01%
379
123
$13K 0.01%
607
124
$13K 0.01%
75
125
$13K 0.01%
100
3 4
5
6 7