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
$172M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.31M
3
+$5.23M
4
GLW icon
Corning
GLW
+$4.71M
5
SLV icon
iShares Silver Trust
SLV
+$4.06M

Top Sells

1
+$13.6M
2
+$7.06M
3
+$5.94M
4
COP icon
ConocoPhillips
COP
+$5.05M
5
TSLA icon
Tesla
TSLA
+$2.36M

Sector Composition

1 Financials 18.07%
2 Communication Services 13.7%
3 Consumer Discretionary 10.17%
4 Technology 9.05%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$51K 0.03%
+1,456
102
$48K 0.03%
191
103
$47K 0.03%
346
-1,707
104
$44K 0.03%
2,691
105
$43K 0.03%
775
106
$43K 0.03%
2,525
-6,980
107
$42K 0.02%
+60
108
$38K 0.02%
+493
109
$37K 0.02%
150
110
$35K 0.02%
351
111
$33K 0.02%
1,395
112
$32K 0.02%
+426
113
$30K 0.02%
752
114
$28K 0.02%
12
115
$25K 0.01%
1,021
116
$24K 0.01%
126
117
$21K 0.01%
+259
118
$19K 0.01%
+299
119
$19K 0.01%
138
+119
120
$18K 0.01%
171
+132
121
$17K 0.01%
200
122
$17K 0.01%
250
123
$16K 0.01%
75
124
$16K 0.01%
225
+75
125
$14K 0.01%
+303
3 4
5
6 7