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
$163M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$6.36M
3
+$6.1M
4
ANET icon
Arista Networks
ANET
+$5.93M
5
ROKU icon
Roku
ROKU
+$5.56M

Top Sells

1
+$8.13M
2
+$4.35M
3
+$4.17M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$654K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$603K

Sector Composition

1 Technology 36.97%
2 Communication Services 16.61%
3 Industrials 8.44%
4 Materials 8.26%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$35.3K 0.02%
142
102
$34.5K 0.02%
1,582
-7,095
103
$33.5K 0.02%
2,026
-2,776
104
$27.1K 0.02%
142
-623
105
$26.3K 0.02%
30
106
$25.9K 0.02%
200
107
$22K 0.01%
1,508
108
$21.6K 0.01%
112
-7
109
$20.5K 0.01%
400
110
$20.4K 0.01%
157
111
$18.9K 0.01%
69
-297
112
$18.7K 0.01%
170
113
$18.6K 0.01%
125
114
$16.4K 0.01%
1,265
115
$16.3K 0.01%
330
+223
116
$15K 0.01%
277
-65
117
$14.6K 0.01%
140
+69
118
$14K 0.01%
75
119
$13.4K 0.01%
379
120
$13.3K 0.01%
74
121
$12.3K 0.01%
300
122
$12.2K 0.01%
100
123
$11.9K 0.01%
165
124
$11.7K 0.01%
96
125
$11.5K 0.01%
127
3 4
5
6 7