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
$97.4M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.1M
3
+$3.05M
4
WFC icon
Wells Fargo
WFC
+$1.73M
5
BAC icon
Bank of America
BAC
+$1.46M

Top Sells

1
+$2.93M
2
+$2.75M
3
+$2.13M
4
MS icon
Morgan Stanley
MS
+$1M
5
TXN icon
Texas Instruments
TXN
+$987K

Sector Composition

1 Technology 25.96%
2 Financials 16.84%
3 Communication Services 11.92%
4 Consumer Discretionary 8.97%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4K ﹤0.01%
+100
127
$4K ﹤0.01%
+33
128
$4K ﹤0.01%
+136
129
$4K ﹤0.01%
349
130
$3K ﹤0.01%
42
131
$3K ﹤0.01%
+150
132
$3K ﹤0.01%
+75
133
$3K ﹤0.01%
50
-45
134
$2K ﹤0.01%
28
135
$2K ﹤0.01%
+50
136
$1K ﹤0.01%
26
137
$1K ﹤0.01%
71
138
$1K ﹤0.01%
1
139
– –
-26,525
140
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-45
141
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-31,783
143
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144
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145
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-150
146
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147
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148
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149
– –
-37
150
$0 ﹤0.01%
8
4 5
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