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
$178M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$5.1M
3
+$4.81M
4
USB icon
US Bancorp
USB
+$4.55M
5
MGM icon
MGM Resorts International
MGM
+$3.72M

Top Sells

1
+$3.8M
2
+$3.31M
3
+$3.2M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$2.8M

Sector Composition

1 Financials 15.14%
2 Energy 14.55%
3 Consumer Discretionary 10.96%
4 Communication Services 10.43%
5 Technology 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
16,175
-34,992
152
$4K ﹤0.01%
+14
153
$4K ﹤0.01%
+2
154
$4K ﹤0.01%
+12
155
$4K ﹤0.01%
+26
156
$4K ﹤0.01%
+212
157
$4K ﹤0.01%
+54
158
$4K ﹤0.01%
+19
159
$4K ﹤0.01%
+202
160
$3K ﹤0.01%
+11
161
$3K ﹤0.01%
65
162
$3K ﹤0.01%
+45
163
$3K ﹤0.01%
+639
164
$3K ﹤0.01%
+4
165
$3K ﹤0.01%
19
-213
166
$2K ﹤0.01%
53
167
$2K ﹤0.01%
95
168
$2K ﹤0.01%
281
-6,732
169
$2K ﹤0.01%
9
170
$2K ﹤0.01%
57
-899
171
$2K ﹤0.01%
56
-19,394
172
$1K ﹤0.01%
+118
173
$1K ﹤0.01%
24
-1,013
174
$1K ﹤0.01%
67
175
$1K ﹤0.01%
10
-40
4 5 6
7
8