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
251
$47K 0.01%
+7,490
252
$47K 0.01%
+444
253
$47K 0.01%
+279
254
$46K 0.01%
+1,053
255
$45K 0.01%
+1,470
256
$45K 0.01%
+251
257
$44K 0.01%
+456
258
$44K 0.01%
+910
259
$44K 0.01%
+719
260
$43K 0.01%
+51
261
$43K 0.01%
+281
262
$43K 0.01%
+196
263
$43K 0.01%
+222
264
$42K 0.01%
+384
265
$42K 0.01%
+248
266
$42K 0.01%
+68
267
$42K 0.01%
+413
268
$42K 0.01%
+2,826
269
$41K 0.01%
+203
270
$41K 0.01%
+185
271
$40K 0.01%
+461
272
$40K 0.01%
+94
273
$39K 0.01%
+64
274
$39K 0.01%
+120
275
$39K 0.01%
+1,722
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