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
$163M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$6.36M
3
+$6.1M
4
ANET icon
Arista Networks
ANET
+$5.93M
5
ROKU icon
Roku
ROKU
+$5.56M

Top Sells

1
+$8.13M
2
+$4.35M
3
+$4.17M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$654K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$603K

Sector Composition

1 Technology 36.97%
2 Communication Services 16.61%
3 Industrials 8.44%
4 Materials 8.26%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 6.16%
72,016
-1,130
2
$6.89M 4.22%
11,547
+55
3
$6.69M 4.1%
11,507
+7
4
$6.68M 4.09%
+26,153
5
$6.52M 3.99%
50,452
+6,974
6
$6.38M 3.91%
312,389
+5,378
7
$6.36M 3.9%
+76,413
8
$6.16M 3.77%
17,411
+889
9
$6.1M 3.74%
+50,939
10
$5.93M 3.63%
+100,716
11
$5.72M 3.5%
15,215
+1,354
12
$5.56M 3.4%
+60,640
13
$5.56M 3.4%
112,180
+71,090
14
$5.47M 3.35%
31,457
+79
15
$5.29M 3.24%
12,995
-314
16
$5.26M 3.22%
90,829
+2,127
17
$5.1M 3.12%
6,331
+20
18
$4.95M 3.03%
15,812
+46
19
$4.89M 3%
48,937
+83
20
$4.6M 2.82%
37,086
-1,202
21
$4.49M 2.75%
+55,865
22
$4.18M 2.56%
+19,843
23
$1.85M 1.13%
36,868
+103
24
$1.55M 0.95%
59,502
+29,966
25
$1.37M 0.84%
70,422
-3,084
1
2 3 4 5