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
$95.2M
AUM Growth
-$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.88M
3
+$2.65M
4
F icon
Ford
F
+$2.49M
5
GE icon
GE Aerospace
GE
+$1.88M

Top Sells

1
+$3.72M
2
+$3.5M
3
+$3.42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M
5
INTC icon
Intel
INTC
+$2.35M

Sector Composition

1 Technology 20.4%
2 Industrials 13.37%
3 Financials 12.57%
4 Healthcare 11.91%
5 Energy 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,336
127
– –
-33,658
128
– –
-11,500
129
– –
-50
130
– –
-71
131
– –
0
132
$0 ﹤0.01%
2
133
– –
-62,874
134
$0 ﹤0.01%
1
135
$0 ﹤0.01%
200
2 3 4 5
6