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
$244M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$317K
3
+$287K
4
CRWD icon
CrowdStrike
CRWD
+$137K
5
MRK icon
Merck
MRK
+$99.8K

Top Sells

1
+$5.47M
2
+$4.88M
3
+$2.47M
4
DT icon
Dynatrace
DT
+$328K
5
PLTR icon
Palantir
PLTR
+$247K

Sector Composition

1 Technology 37.22%
2 Communication Services 13.33%
3 Financials 12.31%
4 Healthcare 9.38%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$324 ﹤0.01%
268
202
$318 ﹤0.01%
4
203
$309 ﹤0.01%
12
204
$292 ﹤0.01%
1
205
$286 ﹤0.01%
7
206
$227 ﹤0.01%
1
207
$207 ﹤0.01%
2
208
$173 ﹤0.01%
4
209
$138 ﹤0.01%
2
210
$130 ﹤0.01%
5
211
$114 ﹤0.01%
27
212
$84 ﹤0.01%
9
213
$76 ﹤0.01%
+5
214
– –
-1,100
215
– –
-129
216
– –
-2,789
217
– –
-47,499
218
– –
-91
219
– –
-1
5 6 7 8
9