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
301
$32K 0.01%
+134
302
$32K 0.01%
+207
303
$31K 0.01%
+279
304
$31K 0.01%
+942
305
$31K 0.01%
+495
306
$31K 0.01%
+360
307
$31K 0.01%
+590
308
$31K 0.01%
+435
309
$31K 0.01%
+566
310
$30K 0.01%
+288
311
$30K 0.01%
+155
312
$30K 0.01%
+743
313
$30K 0.01%
+261
314
$30K 0.01%
+1,010
315
$30K 0.01%
+300
316
$30K 0.01%
+350
317
$30K 0.01%
+7,108
318
$29K 0.01%
+195
319
$29K 0.01%
+86
320
$29K 0.01%
+72
321
$29K 0.01%
+374
322
$29K 0.01%
+429
323
$29K 0.01%
+192
324
$29K 0.01%
+233
325
$28K 0.01%
+188
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