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
$163M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$6.36M
3
+$6.1M
4
ANET icon
Arista Networks
ANET
+$5.93M
5
ROKU icon
Roku
ROKU
+$5.56M

Top Sells

1
+$8.13M
2
+$4.35M
3
+$4.17M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$654K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$603K

Sector Composition

1 Technology 36.97%
2 Communication Services 16.61%
3 Industrials 8.44%
4 Materials 8.26%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.4K 0.01%
250
127
$9.96K 0.01%
259
+132
128
$9.4K 0.01%
153
129
$7.42K ﹤0.01%
400
130
$6.55K ﹤0.01%
63
-39
131
$6.16K ﹤0.01%
106
132
$6K ﹤0.01%
15
133
$5.65K ﹤0.01%
48
-42
134
$5.42K ﹤0.01%
190
135
$5.1K ﹤0.01%
42
136
$4.97K ﹤0.01%
60
137
$4.65K ﹤0.01%
89
-157
138
$3.99K ﹤0.01%
28
139
$3.7K ﹤0.01%
304
140
$3.45K ﹤0.01%
46
-23
141
$2.27K ﹤0.01%
5
142
$2.1K ﹤0.01%
51
-2
143
$1.8K ﹤0.01%
90
144
$1.54K ﹤0.01%
3
145
$1.15K ﹤0.01%
15
146
$959 ﹤0.01%
67
147
$508 ﹤0.01%
3
-2,355
148
$487 ﹤0.01%
10
149
$448 ﹤0.01%
273
150
$416 ﹤0.01%
7
-73,117
4 5
6
7 8