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
$211M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.74M
3
+$6.11M
4
TOST icon
Toast
TOST
+$4.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.58M

Top Sells

1
+$5.98M
2
+$4.99M
3
+$2.78M
4
Z icon
Zillow
Z
+$1.47M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$875K

Sector Composition

1 Technology 34.58%
2 Communication Services 14.14%
3 Consumer Discretionary 13.23%
4 Industrials 10.06%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.62K ﹤0.01%
17
-346
152
$1.54K ﹤0.01%
26
153
$1.53K ﹤0.01%
16
-2
154
$1.49K ﹤0.01%
25
155
$1.46K ﹤0.01%
3
156
$1.44K ﹤0.01%
5
157
$1.39K ﹤0.01%
2
158
$1.37K ﹤0.01%
9
159
$1.34K ﹤0.01%
8
160
$1.24K ﹤0.01%
18
161
$1.01K ﹤0.01%
7
162
$716 ﹤0.01%
27
163
$696 ﹤0.01%
2
164
$603 ﹤0.01%
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165
$600 ﹤0.01%
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166
$542 ﹤0.01%
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$480 ﹤0.01%
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$389 ﹤0.01%
2
169
$365 ﹤0.01%
3
170
$362 ﹤0.01%
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171
$354 ﹤0.01%
14
172
$324 ﹤0.01%
4
173
$322 ﹤0.01%
20
174
$290 ﹤0.01%
1
175
$281 ﹤0.01%
12
4 5 6
7
8