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
$211M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.74M
3
+$6.11M
4
TOST icon
Toast
TOST
+$4.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.58M

Top Sells

1
+$5.98M
2
+$4.99M
3
+$2.78M
4
Z icon
Zillow
Z
+$1.47M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$875K

Sector Composition

1 Technology 34.58%
2 Communication Services 14.14%
3 Consumer Discretionary 13.23%
4 Industrials 10.06%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$51.6K 0.02%
2,144
102
$51K 0.02%
150
103
$50.8K 0.02%
231
-127
104
$44.5K 0.02%
750
-385
105
$33.7K 0.02%
695
-343
106
$22.6K 0.01%
400
107
$21.9K 0.01%
1,508
108
$21.4K 0.01%
30
109
$20.7K 0.01%
661
110
$20K 0.01%
69
111
$19.2K 0.01%
157
112
$19K 0.01%
1,265
113
$18.3K 0.01%
837
114
$17.3K 0.01%
331
115
$14.9K 0.01%
74
116
$13.1K 0.01%
100
117
$13.1K 0.01%
153
118
$12.9K 0.01%
165
119
$12.7K 0.01%
75
120
$12.4K 0.01%
63
121
$11.5K 0.01%
106
122
$10.1K ﹤0.01%
594
123
$10.1K ﹤0.01%
96
124
$9.97K ﹤0.01%
400
125
$8.84K ﹤0.01%
250
3 4
5
6 7