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
$126M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.55M
3
+$4.06M
4
SH icon
ProShares Short S&P500
SH
+$3.18M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.05M

Top Sells

1
+$2.56M
2
+$299K
3
+$68K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$66K
5
SKT icon
Tanger
SKT
+$56.4K

Sector Composition

1 Healthcare 13.19%
2 Financials 9.69%
3 Materials 9.05%
4 Energy 8.86%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 9.08%
69,356
+3,198
2
$11.2M 8.86%
181,190
+51,617
3
$7.01M 5.57%
117,547
+3,929
4
$6.62M 5.26%
39,954
+1,931
5
$5.12M 4.07%
163,784
+10,533
6
$4.77M 3.79%
+105,323
7
$4.66M 3.7%
112,937
+110,472
8
$4.28M 3.4%
67,841
+4,306
9
$4.06M 3.22%
+26,492
10
$3.85M 3.06%
16,992
+129
11
$3.75M 2.98%
59,280
+107
12
$3.61M 2.87%
76,770
+5,736
13
$2.82M 2.24%
133,521
+76,248
14
$2.76M 2.19%
127,914
+74,552
15
$2.63M 2.09%
104,607
+60,837
16
$2.34M 1.86%
20,214
+2,403
17
$2.32M 1.84%
33,679
+3,595
18
$2.12M 1.69%
95,710
+92,438
19
$2.11M 1.68%
97,105
+65,869
20
$1.98M 1.57%
28,017
+16,106
21
$1.79M 1.43%
28,099
+10,312
22
$1.78M 1.41%
24,458
+4,279
23
$1.76M 1.39%
16,759
+6,671
24
$1.31M 1.04%
+45,369
25
$1.3M 1.04%
+47,337
1
2 3 4 5