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
$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
201
$372 ﹤0.01%
3
202
$353 ﹤0.01%
2
203
$338 ﹤0.01%
9
204
$330 ﹤0.01%
4
205
$312 ﹤0.01%
14
206
$312 ﹤0.01%
1
207
$272 ﹤0.01%
12
208
$247 ﹤0.01%
7
209
$244 ﹤0.01%
1
210
$181 ﹤0.01%
4
211
$169 ﹤0.01%
2
212
$136 ﹤0.01%
2
213
$121 ﹤0.01%
5
214
$119 ﹤0.01%
27
215
$97 ﹤0.01%
9
216
$7 ﹤0.01%
1
217
– –
-11,989
218
– –
-1,700
219
– –
-14,877
220
– –
-3,089
221
– –
-1,044
222
– –
-16
223
– –
-340
5 6 7 8
9