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
$172M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.31M
3
+$5.23M
4
GLW icon
Corning
GLW
+$4.71M
5
SLV icon
iShares Silver Trust
SLV
+$4.06M

Top Sells

1
+$13.6M
2
+$7.06M
3
+$5.94M
4
COP icon
ConocoPhillips
COP
+$5.05M
5
TSLA icon
Tesla
TSLA
+$2.36M

Sector Composition

1 Financials 18.07%
2 Communication Services 13.7%
3 Consumer Discretionary 10.17%
4 Technology 9.05%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-560
202
– –
-71
203
$0 ﹤0.01%
1
204
– –
-80,007
205
– –
-5,760
206
$0 ﹤0.01%
200
207
– –
-57
208
– –
-56
209
$0 ﹤0.01%
340
-15,835
5 6 7 8
9