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
$83.5M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.36M
4
BKR icon
Baker Hughes
BKR
+$547K
5
CPB icon
Campbell Soup
CPB
+$389K

Top Sells

1
+$1.88M
2
+$1.37M
3
+$944K
4
IVZ icon
Invesco
IVZ
+$891K
5
XYZ
Block Inc
XYZ
+$378K

Sector Composition

1 Technology 25.04%
2 Financials 18.44%
3 Consumer Discretionary 12.08%
4 Communication Services 11.59%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
+50
127
$7K 0.01%
+37
128
$6K 0.01%
+45
129
$6K 0.01%
+19
130
$6K 0.01%
+150
131
$6K 0.01%
50
132
$6K 0.01%
+38
133
$6K 0.01%
+63
134
$6K 0.01%
71
-9,856
135
$6K 0.01%
+54
136
$6K 0.01%
+95
137
$6K 0.01%
+88
138
$6K 0.01%
+79
139
$5K 0.01%
+127
140
$5K 0.01%
143
-41,911
141
$5K 0.01%
+37
142
$5K 0.01%
+17
143
$5K 0.01%
+45
144
$4K ﹤0.01%
72
145
$4K ﹤0.01%
+80
146
$4K ﹤0.01%
+43
147
$4K ﹤0.01%
+57
148
$4K ﹤0.01%
+87
149
$4K ﹤0.01%
+60
150
$4K ﹤0.01%
+53
4 5
6
7 8