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
$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
176
$2.61K ﹤0.01%
200
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+14
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5
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42
-14,242
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3
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3
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$378 ﹤0.01%
268
5 6 7
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