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
$211M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.74M
3
+$6.11M
4
TOST icon
Toast
TOST
+$4.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.58M

Top Sells

1
+$5.98M
2
+$4.99M
3
+$2.78M
4
Z icon
Zillow
Z
+$1.47M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$875K

Sector Composition

1 Technology 34.58%
2 Communication Services 14.14%
3 Consumer Discretionary 13.23%
4 Industrials 10.06%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.72K ﹤0.01%
36
127
$8.21K ﹤0.01%
312
128
$8.15K ﹤0.01%
73
129
$7.57K ﹤0.01%
198
+182
130
$6.74K ﹤0.01%
300
131
$6.42K ﹤0.01%
26
132
$6.36K ﹤0.01%
15
133
$4.95K ﹤0.01%
51
134
$4.89K ﹤0.01%
190
135
$4.67K ﹤0.01%
55
136
$4.14K ﹤0.01%
60
137
$4.03K ﹤0.01%
14
138
$3.93K ﹤0.01%
42
139
$3.79K ﹤0.01%
28
140
$3.48K ﹤0.01%
200
141
$3.46K ﹤0.01%
31
142
$3.44K ﹤0.01%
304
143
$3.3K ﹤0.01%
50
144
$3.25K ﹤0.01%
53
145
$2.95K ﹤0.01%
68
146
$2.57K ﹤0.01%
91
-221
147
$2.44K ﹤0.01%
121
148
$2.43K ﹤0.01%
5
149
$1.89K ﹤0.01%
15
150
$1.76K ﹤0.01%
3
-70
4 5
6
7 8