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
$195M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.54M
3
+$4.93M
4
DELL icon
Dell
DELL
+$4.62M
5
LLY icon
Eli Lilly
LLY
+$2.89M

Top Sells

1
+$6.31M
2
+$5.47M
3
+$5.44M
4
EOG icon
EOG Resources
EOG
+$5.04M
5
CLF icon
Cleveland-Cliffs
CLF
+$4.8M

Sector Composition

1 Technology 31.62%
2 Communication Services 13.13%
3 Industrials 10.47%
4 Consumer Discretionary 7.9%
5 Utilities 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,225
202
– –
-17,789
203
– –
-83,150
204
– –
-126
205
– –
-4,312
206
– –
-1,372
207
– –
-12,658
5 6 7 8
9