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
$178M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.05M
3
+$4.83M
4
USB icon
US Bancorp
USB
+$4.32M
5
MGM icon
MGM Resorts International
MGM
+$3.72M

Top Sells

1
+$3.97M
2
+$3.35M
3
+$3.22M
4
TSLA icon
Tesla
TSLA
+$3.13M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$2.8M

Sector Composition

1 Financials 15.14%
2 Energy 14.55%
3 Consumer Discretionary 10.96%
4 Communication Services 10.43%
5 Technology 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$58K 0.03%
191
102
$53K 0.03%
150
103
$49K 0.03%
2,691
104
$43K 0.02%
789
-3,419
105
$40K 0.02%
213
+13
106
$39K 0.02%
+775
107
$38K 0.02%
+1,545
108
$34K 0.02%
1,395
+1
109
$34K 0.02%
100
-997
110
$33K 0.02%
+1,592
111
$32K 0.02%
+126
112
$30K 0.02%
351
113
$30K 0.02%
+1,128
114
$29K 0.02%
12
115
$29K 0.02%
249
-998
116
$27K 0.02%
752
117
$27K 0.02%
+895
118
$26K 0.01%
1,021
-113
119
$24K 0.01%
+560
120
$22K 0.01%
100
121
$17K 0.01%
250
122
$17K 0.01%
742
123
$15K 0.01%
75
124
$15K 0.01%
200
125
$15K 0.01%
379
3 4
5
6 7