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
$121M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$5.44M
3
+$4.82M
4
MSFT icon
Microsoft
MSFT
+$3.45M
5
AAPL icon
Apple
AAPL
+$3.38M

Top Sells

1
+$6.5M
2
+$5.86M
3
+$4.66M
4
ABT icon
Abbott
ABT
+$3.94M
5
NVDA icon
NVIDIA
NVDA
+$2.54M

Sector Composition

1 Energy 15.04%
2 Financials 14.88%
3 Consumer Discretionary 11.81%
4 Communication Services 11.61%
5 Materials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
17
152
$4K ﹤0.01%
75
+12
153
$4K ﹤0.01%
231
-3,983
154
$4K ﹤0.01%
28
155
$3K ﹤0.01%
100
-652
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$3K ﹤0.01%
190
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$3K ﹤0.01%
400
158
$3K ﹤0.01%
64
+3
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$3K ﹤0.01%
60
160
$3K ﹤0.01%
304
-304
161
$3K ﹤0.01%
238
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48
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26
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$2K ﹤0.01%
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2
166
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167
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$2K ﹤0.01%
639
170
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$2K ﹤0.01%
4
172
$2K ﹤0.01%
53
173
$1K ﹤0.01%
+6
174
$1K ﹤0.01%
+15
175
$1K ﹤0.01%
67
4 5 6
7
8