KIG

Kessler Investment Group Portfolio holdings

AUM $211M
1-Year Est. Return 48.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.08%
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
+$6.05M
2
+$6.03M
3
+$5.58M
4
TOST icon
Toast
TOST
+$3.97M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.31M

Top Sells

1
+$6.01M
2
+$5.75M
3
+$2.69M
4
Z icon
Zillow
Z
+$1.42M
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
176
$281 ﹤0.01%
1
177
$274 ﹤0.01%
7
178
$180 ﹤0.01%
2
179
$160 ﹤0.01%
4
180
$126 ﹤0.01%
9
181
$121 ﹤0.01%
5
182
$115 ﹤0.01%
27
183
$90 ﹤0.01%
2
184
$41 ﹤0.01%
340
185
$12 ﹤0.01%
1
186
– –
-7
187
– –
-190
188
– –
-5,264
189
– –
-1,458
190
– –
-48
191
– –
-379
192
– –
-8
193
– –
-82,891
194
– –
-41,433
4 5 6 7
8