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
$100M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$3.14M
3
+$2.55M
4
TWLO icon
Twilio
TWLO
+$2.48M
5
CMI icon
Cummins
CMI
+$2.11M

Top Sells

1
+$3.83M
2
+$2.74M
3
+$2.51M
4
AAPL icon
Apple
AAPL
+$2.12M
5
PG icon
Procter & Gamble
PG
+$374K

Sector Composition

1 Technology 21.41%
2 Communication Services 14.05%
3 Healthcare 12.43%
4 Financials 12.12%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$0 ﹤0.01%
8
127
– –
-460
128
– –
-500
129
– –
-3,247
130
$0 ﹤0.01%
20
131
– –
-19,417
132
– –
-28,107
133
– –
-3,168
134
– –
-380
2 3 4 5
6