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
$141M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$5.82M
3
+$5.26M
4
ABNB icon
Airbnb
ABNB
+$4.31M
5
AMD icon
Advanced Micro Devices
AMD
+$4.24M

Top Sells

1
+$11.2M
2
+$7.09M
3
+$2.61M
4
TWTR
Twitter, Inc.
TWTR
+$2.15M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.37M

Sector Composition

1 Financials 12.96%
2 Consumer Discretionary 12.02%
3 Communication Services 11.66%
4 Healthcare 11.59%
5 Energy 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-62
152
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-1,622
153
– –
-45,369
154
$0 ﹤0.01%
+5
155
– –
-181,190
156
– –
-162
157
– –
-75
158
$0 ﹤0.01%
1
159
– –
-47,337
160
$0 ﹤0.01%
200
161
– –
-47,867
162
– –
-9,119
163
– –
-46,954
3 4 5 6
7