KIG

Kessler Investment Group Portfolio holdings

AUM $211M
1-Year Est. Return 48.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.69M
3
+$7.58M
4
ARES icon
Ares Management
ARES
+$6.79M
5
HCA icon
HCA Healthcare
HCA
+$5.99M

Top Sells

1
+$9.7M
2
+$8.37M
3
+$7.48M
4
TSLA icon
Tesla
TSLA
+$7.42M
5
DUK icon
Duke Energy
DUK
+$7.13M

Sector Composition

1 Technology 36.44%
2 Communication Services 13.67%
3 Healthcare 10.99%
4 Financials 10.42%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19K 0.01%
30
127
$18.5K 0.01%
837
128
$18K 0.01%
59
-27,829
129
$17.3K 0.01%
1,265
130
$17.1K 0.01%
74
131
$15.7K 0.01%
261
-70
132
$15K 0.01%
480
-257,379
133
$14.2K 0.01%
100
134
$13.6K 0.01%
31
-14,901
135
$12.6K 0.01%
165
136
$12K 0.01%
101
-3,187
137
$11.9K 0.01%
594
138
$11.3K 0.01%
+254
139
$10.9K 0.01%
96
140
$10.6K 0.01%
114
+83
141
$10.5K 0.01%
52
-27,906
142
$10.5K 0.01%
40
-23,611
143
$10.5K 0.01%
63
144
$10.1K 0.01%
106
145
$9.98K ﹤0.01%
153
146
$9.82K ﹤0.01%
250
147
$9.78K ﹤0.01%
12
-7,032
148
$9.67K ﹤0.01%
312
149
$9.58K ﹤0.01%
209
-118,689
150
$9.54K ﹤0.01%
146
-4,567
4 5
6
7 8