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
$126M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.55M
3
+$4.06M
4
SH icon
ProShares Short S&P500
SH
+$3.18M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.05M

Top Sells

1
+$2.56M
2
+$299K
3
+$68K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$66K
5
SKT icon
Tanger
SKT
+$56.4K

Sector Composition

1 Healthcare 13.19%
2 Financials 9.69%
3 Materials 9.05%
4 Energy 8.86%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
67
127
$1K ﹤0.01%
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128
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135
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0
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139
$0 ﹤0.01%
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