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
$172M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$6.01M
3
+$5.04M
4
GLW icon
Corning
GLW
+$4.98M
5
SLV icon
iShares Silver Trust
SLV
+$3.94M

Top Sells

1
+$10.6M
2
+$6.81M
3
+$5.59M
4
COP icon
ConocoPhillips
COP
+$5.05M
5
UBER icon
Uber
UBER
+$2.3M

Sector Composition

1 Financials 18.07%
2 Communication Services 13.7%
3 Consumer Discretionary 10.17%
4 Technology 9.05%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
238
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17
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$5K ﹤0.01%
304
-45
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$4K ﹤0.01%
+46
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+58
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60
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158
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+48
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26
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$3K ﹤0.01%
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639
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45
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$2K ﹤0.01%
9
171
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172
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-737
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$1K ﹤0.01%
24
174
$1K ﹤0.01%
67
175
$1K ﹤0.01%
3
5 6
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8 9