KIG

Kowal Investment Group Portfolio holdings

AUM $544M
1-Year Est. Return 25.34%
This Quarter Est. Return
1 Year Est. Return
+25.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.2M
3
+$3.77M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.55M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.71M

Top Sells

1
+$282K
2
+$215K
3
+$209K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$138K
5
GNRC icon
Generac Holdings
GNRC
+$84.2K

Sector Composition

1 Technology 5.39%
2 Industrials 2.57%
3 Consumer Staples 2.22%
4 Financials 1.95%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58K 0.02%
+3,818
227
$57K 0.02%
+149
228
$57K 0.02%
+723
229
$56K 0.02%
+325
230
$56K 0.02%
+1,550
231
$56K 0.02%
+236
232
$54K 0.02%
+255
233
$54K 0.02%
+815
234
$53K 0.02%
+919
235
$53K 0.02%
+465
236
$53K 0.02%
+92
237
$52K 0.02%
+3,659
238
$52K 0.02%
+200
239
$52K 0.02%
+590
240
$51K 0.02%
+854
241
$51K 0.02%
+1,205
242
$51K 0.02%
+446
243
$51K 0.02%
+364
244
$50K 0.02%
+2,043
245
$50K 0.02%
+2,438
246
$49K 0.02%
+965
247
$49K 0.02%
+946
248
$49K 0.02%
+3,538
249
$47K 0.01%
+174
250
$47K 0.01%
+193
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