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
$121M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$5.44M
3
+$4.82M
4
MSFT icon
Microsoft
MSFT
+$3.45M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$6.5M
2
+$5.86M
3
+$4.66M
4
ABT icon
Abbott
ABT
+$3.94M
5
NVDA icon
NVIDIA
NVDA
+$2.54M

Sector Composition

1 Energy 15.04%
2 Financials 14.88%
3 Consumer Discretionary 11.81%
4 Communication Services 11.61%
5 Materials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$41K 0.03%
496
+145
102
$38K 0.03%
879
+3
103
$34K 0.03%
1,177
-137,740
104
$31K 0.03%
703
-115,576
105
$31K 0.03%
150
106
$30K 0.02%
311
-36,942
107
$30K 0.02%
1,395
108
$28K 0.02%
400
109
$25K 0.02%
1,197
-1,131
110
$23K 0.02%
1,508
-2,430
111
$21K 0.02%
30
112
$20K 0.02%
12
113
$18K 0.01%
+125
114
$18K 0.01%
+250
115
$17K 0.01%
225
-659
116
$17K 0.01%
727
-294
117
$17K 0.01%
1,265
118
$17K 0.01%
75
119
$16K 0.01%
425
120
$15K 0.01%
333
+114
121
$14K 0.01%
1,190
-160,770
122
$13K 0.01%
374
123
$13K 0.01%
385
-2,265
124
$13K 0.01%
336
+27
125
$13K 0.01%
250
3 4
5
6 7