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
$83.5M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.36M
4
BKR icon
Baker Hughes
BKR
+$547K
5
CPB icon
Campbell Soup
CPB
+$389K

Top Sells

1
+$1.88M
2
+$1.37M
3
+$944K
4
IVZ icon
Invesco
IVZ
+$891K
5
XYZ
Block Inc
XYZ
+$378K

Sector Composition

1 Technology 25.04%
2 Financials 18.44%
3 Consumer Discretionary 12.08%
4 Communication Services 11.59%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,254
177
– –
-27,823
178
– –
-69,773
179
– –
0
180
– –
-7,685
181
$0 ﹤0.01%
200
182
– –
-41,862
183
$0 ﹤0.01%
11
-1
184
– –
-100
185
$0 ﹤0.01%
2
4 5 6 7
8