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
$83.5M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.36M
4
BKR icon
Baker Hughes
BKR
+$547K
5
CPB icon
Campbell Soup
CPB
+$389K

Top Sells

1
+$1.88M
2
+$1.37M
3
+$944K
4
IVZ icon
Invesco
IVZ
+$891K
5
XYZ
Block Inc
XYZ
+$378K

Sector Composition

1 Technology 25.04%
2 Financials 18.44%
3 Consumer Discretionary 12.08%
4 Communication Services 11.59%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
+27
152
$4K ﹤0.01%
+34
153
$4K ﹤0.01%
+25
154
$4K ﹤0.01%
+19
155
$4K ﹤0.01%
+62
156
$4K ﹤0.01%
+30
157
$4K ﹤0.01%
+60
158
$4K ﹤0.01%
+39
159
$4K ﹤0.01%
+68
160
$4K ﹤0.01%
+39
161
$4K ﹤0.01%
+17
162
$3K ﹤0.01%
+56
163
$3K ﹤0.01%
42
164
$3K ﹤0.01%
349
165
$3K ﹤0.01%
19
166
$2K ﹤0.01%
26
-1,166
167
$2K ﹤0.01%
28
168
$1K ﹤0.01%
125
169
$1K ﹤0.01%
19
170
$1K ﹤0.01%
71
171
$1K ﹤0.01%
+1
172
$0 ﹤0.01%
8
173
– –
-20
174
– –
-2,183
175
– –
-88
4 5 6
7
8