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
$59M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.37M
3
+$760K
4
AUY
Yamana Gold, Inc.
AUY
+$574K
5
VIPS icon
Vipshop
VIPS
+$455K

Top Sells

1
+$1.84M
2
+$1.45M
3
+$1.25M
4
AVP
Avon Products, Inc.
AVP
+$1.07M
5
DXCM icon
DexCom
DXCM
+$1.06M

Sector Composition

1 Technology 15.49%
2 Consumer Staples 14.84%
3 Healthcare 11.01%
4 Energy 10.93%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-24,674
127
– –
-1,145
128
– –
-156
129
– –
-9,596
130
– –
-114,020
131
– –
-299
132
– –
-2,386
2 3 4 5
6