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
$97.2M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.54M
3
+$2.4M
4
AAPL icon
Apple
AAPL
+$2.07M
5
GLD icon
SPDR Gold Trust
GLD
+$1.92M

Top Sells

1
+$3.55M
2
+$3.49M
3
+$2.48M
4
CMI icon
Cummins
CMI
+$2.32M
5
F icon
Ford
F
+$2.19M

Sector Composition

1 Financials 14.93%
2 Technology 13.38%
3 Healthcare 10.16%
4 Energy 7.51%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$0 ﹤0.01%
200
127
– –
-2
128
– –
-1,204
129
$0 ﹤0.01%
3
130
– –
-20,465
131
$0 ﹤0.01%
2
2 3 4 5
6