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
276
$38K 0.01%
+1,044
277
$38K 0.01%
+738
278
$38K 0.01%
+165
279
$38K 0.01%
+355
280
$37K 0.01%
+512
281
$37K 0.01%
+258
282
$37K 0.01%
+628
283
$36K 0.01%
+1,735
284
$36K 0.01%
+152
285
$36K 0.01%
+252
286
$36K 0.01%
+285
287
$35K 0.01%
+731
288
$35K 0.01%
+968
289
$35K 0.01%
+124
290
$34K 0.01%
+261
291
$34K 0.01%
+466
292
$34K 0.01%
+375
293
$34K 0.01%
+196
294
$34K 0.01%
+84
295
$34K 0.01%
+190
296
$34K 0.01%
+896
297
$33K 0.01%
+272
298
$33K 0.01%
+1,167
299
$33K 0.01%
+721
300
$32K 0.01%
+401
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