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
$148M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$5.78M
3
+$5.09M
4
GNRC icon
Generac Holdings
GNRC
+$4.84M
5
NUE icon
Nucor
NUE
+$4.71M

Top Sells

1
+$1.16M
2
+$904K
3
+$792K
4
SO icon
Southern Company
SO
+$758K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$330K

Sector Composition

1 Technology 16.29%
2 Communication Services 15.98%
3 Materials 13.19%
4 Industrials 10.39%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$51.1K 0.03%
734
-11,254
102
$37.7K 0.03%
2,616
-75
103
$33.7K 0.02%
150
104
$31.4K 0.02%
1,395
105
$29.7K 0.02%
143
-70
106
$27.7K 0.02%
400
107
$25.7K 0.02%
900
-400
108
$24.6K 0.02%
30
109
$21.9K 0.01%
1,508
110
$20.4K 0.01%
125
111
$20.2K 0.01%
459
+288
112
$19.6K 0.01%
119
-255
113
$19.1K 0.01%
75
114
$17.2K 0.01%
170
115
$16.5K 0.01%
1,265
116
$16.4K 0.01%
174
117
$14.5K 0.01%
114
118
$14.4K 0.01%
250
119
$13.5K 0.01%
574
-153
120
$13.4K 0.01%
100
121
$13.1K 0.01%
200
122
$12.7K 0.01%
127
123
$12.6K 0.01%
379
124
$12.4K 0.01%
96
125
$12.1K 0.01%
74
3 4
5
6 7