KIG

Kessler Investment Group Portfolio holdings

AUM $233M
1-Year Est. Return 58.11%
This Quarter Est. Return
1 Year Est. Return
+58.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$6.36M
3
+$6.1M
4
ANET icon
Arista Networks
ANET
+$5.93M
5
ROKU icon
Roku
ROKU
+$5.56M

Top Sells

1
+$8.13M
2
+$4.35M
3
+$4.17M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$654K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$603K

Sector Composition

1 Technology 36.97%
2 Communication Services 16.61%
3 Industrials 8.44%
4 Materials 8.26%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$367 ﹤0.01%
2
152
$315 ﹤0.01%
6
153
$297 ﹤0.01%
1
154
$292 ﹤0.01%
9
155
$253 ﹤0.01%
1
156
$224 ﹤0.01%
4
157
$177 ﹤0.01%
5
158
$170 ﹤0.01%
1
159
$160 ﹤0.01%
9
160
$158 ﹤0.01%
2
161
$151 ﹤0.01%
4
162
$135 ﹤0.01%
28
163
$108 ﹤0.01%
5
164
$68 ﹤0.01%
340
165
$32 ﹤0.01%
1
166
$13 ﹤0.01%
+1
167
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-1,660
168
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169
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-9,905
170
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171
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-169
172
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173
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-50
174
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-335
175
– –
-3,798
4 5 6
7
8