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
$121M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$5.44M
3
+$4.82M
4
MSFT icon
Microsoft
MSFT
+$3.45M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$6.5M
2
+$5.86M
3
+$4.66M
4
ABT icon
Abbott
ABT
+$3.94M
5
NVDA icon
NVIDIA
NVDA
+$2.54M

Sector Composition

1 Energy 15.04%
2 Financials 14.88%
3 Consumer Discretionary 11.81%
4 Communication Services 11.61%
5 Materials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
127
127
$12K 0.01%
74
128
$11K 0.01%
100
129
$11K 0.01%
174
-1,030
130
$10K 0.01%
165
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$10K 0.01%
400
132
$10K 0.01%
300
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$10K 0.01%
96
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$10K 0.01%
500
135
$9K 0.01%
120
+45
136
$9K 0.01%
379
137
$8K 0.01%
126
138
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193
139
$8K 0.01%
181
+37
140
$8K 0.01%
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$7K 0.01%
41
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$7K 0.01%
84
+27
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$7K 0.01%
138
-175
144
$7K 0.01%
102
145
$6K 0.01%
30
146
$6K 0.01%
189
+93
147
$5K ﹤0.01%
208
-4,418
148
$5K ﹤0.01%
300
149
$5K ﹤0.01%
106
150
$4K ﹤0.01%
12
4 5
6
7 8