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
$60.7M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.82M
3
+$1.81M
4
DD
Du Pont De Nemours E I
DD
+$1.78M
5
BAC icon
Bank of America
BAC
+$1.74M

Top Sells

1
+$2.79M
2
+$1.95M
3
+$1.77M
4
HBAN icon
Huntington Bancshares
HBAN
+$1.73M
5
JCI icon
Johnson Controls International
JCI
+$1.57M

Sector Composition

1 Technology 17.47%
2 Consumer Staples 16.97%
3 Financials 14.27%
4 Healthcare 8.94%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-199
127
– –
-22,912
128
– –
-628
129
– –
-18,818
130
$0 ﹤0.01%
200
131
– –
-29,879
132
– –
-3,316
2 3 4 5
6