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
$119M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$1.77M
3
+$1.13M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$812K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$598K

Top Sells

1
+$7.79M
2
+$6.36M
3
+$5.65M
4
PHM icon
Pultegroup
PHM
+$5.64M
5
BF.A icon
Brown-Forman Class A
BF.A
+$1.09M

Sector Composition

1 Technology 24.17%
2 Communication Services 15.67%
3 Healthcare 15.58%
4 Materials 13.19%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16K 0.01%
1,265
102
$15K 0.01%
75
103
$14K 0.01%
+246
104
$13.5K 0.01%
574
105
$13K 0.01%
250
106
$12.6K 0.01%
335
+152
107
$12.1K 0.01%
100
108
$11.6K 0.01%
379
109
$11.3K 0.01%
74
110
$11.2K 0.01%
165
111
$10.8K 0.01%
96
112
$10.3K 0.01%
127
113
$9.42K 0.01%
300
114
$8.95K 0.01%
90
+6
115
$8.94K 0.01%
153
116
$8.88K 0.01%
102
117
$8.88K 0.01%
50
+5
118
$8.28K 0.01%
+1,118
119
$7K 0.01%
106
120
$6.26K 0.01%
106
121
$6.1K 0.01%
71
-31
122
$5.66K ﹤0.01%
15
123
$5.49K ﹤0.01%
400
124
$4.97K ﹤0.01%
42
125
$4.89K ﹤0.01%
111
-357
3 4
5
6 7