KIG

Kessler Investment Group Portfolio holdings

AUM $233M
1-Year Est. Return 58.11%
This Quarter Est. Return
1 Year Est. Return
+58.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.6M
AUM Growth
-$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.95M
3
+$2.75M
4
GLD icon
SPDR Gold Trust
GLD
+$2.64M
5
CVX icon
Chevron
CVX
+$1.7M

Top Sells

1
+$3.54M
2
+$2.94M
3
+$2.88M
4
TWLO icon
Twilio
TWLO
+$2.87M
5
NFLX icon
Netflix
NFLX
+$2.75M

Sector Composition

1 Industrials 15.56%
2 Technology 14.57%
3 Healthcare 10.78%
4 Consumer Discretionary 9.37%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,332
127
– –
-23,832
128
– –
-2,731
129
– –
-4,446
130
$0 ﹤0.01%
1
131
$0 ﹤0.01%
200
132
– –
-8,912
133
$0 ﹤0.01%
2
-25
134
– –
-379
135
$0 ﹤0.01%
2
2 3 4 5
6