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

Top Buys

1
+$6.79M
2
+$6.01M
3
+$5.04M
4
GLW icon
Corning
GLW
+$4.98M
5
SLV icon
iShares Silver Trust
SLV
+$3.94M

Top Sells

1
+$10.6M
2
+$6.81M
3
+$5.59M
4
COP icon
ConocoPhillips
COP
+$5.05M
5
UBER icon
Uber
UBER
+$2.3M

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
– –
-71
202
$0 ﹤0.01%
1
203
– –
-80,007
204
– –
-5,760
205
$0 ﹤0.01%
200
206
– –
-57
207
– –
-56
208
$0 ﹤0.01%
340
-15,835
209
– –
-249
5 6 7 8
9