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
$205M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.69M
3
+$7.58M
4
ARES icon
Ares Management
ARES
+$6.79M
5
HCA icon
HCA Healthcare
HCA
+$5.99M

Top Sells

1
+$9.7M
2
+$8.37M
3
+$7.48M
4
TSLA icon
Tesla
TSLA
+$7.42M
5
DUK icon
Duke Energy
DUK
+$7.13M

Sector Composition

1 Technology 36.44%
2 Communication Services 13.67%
3 Healthcare 10.99%
4 Financials 10.42%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.76K ﹤0.01%
+47
152
$7.81K ﹤0.01%
400
153
$7.41K ﹤0.01%
29
+15
154
$7.04K ﹤0.01%
15
155
$6.8K ﹤0.01%
+27
156
$6.57K ﹤0.01%
26
157
$6.37K ﹤0.01%
181
-17
158
$5.88K ﹤0.01%
300
159
$5.81K ﹤0.01%
+232
160
$5.22K ﹤0.01%
55
161
$4.4K ﹤0.01%
129
-532
162
$4.37K ﹤0.01%
+111
163
$3.89K ﹤0.01%
42
164
$3.8K ﹤0.01%
50
165
$3.73K ﹤0.01%
304
166
$3.6K ﹤0.01%
190
167
$3.52K ﹤0.01%
51
168
$3.49K ﹤0.01%
60
169
$3.35K ﹤0.01%
+500
170
$3.27K ﹤0.01%
53
171
$3.07K ﹤0.01%
68
172
$3.01K ﹤0.01%
91
173
$2.92K ﹤0.01%
28
174
$2.77K ﹤0.01%
121
175
$2.68K ﹤0.01%
+70
5 6
7
8 9