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
$82.2M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.95M
3
+$2.75M
4
BYND icon
Beyond Meat
BYND
+$2.4M
5
EL icon
Estee Lauder
EL
+$2.33M

Top Sells

1
+$4.24M
2
+$4.15M
3
+$3.97M
4
LLY icon
Eli Lilly
LLY
+$3.9M
5
PFE icon
Pfizer
PFE
+$3.52M

Sector Composition

1 Consumer Discretionary 24.48%
2 Consumer Staples 11.14%
3 Technology 9.97%
4 Industrials 7.05%
5 Healthcare 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,890
127
– –
-969
128
– –
0
129
– –
-3,965
130
– –
-3,507
131
$0 ﹤0.01%
1
132
$0 ﹤0.01%
200
133
– –
-328
134
$0 ﹤0.01%
2
2 3 4 5
6