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
326
$28K 0.01%
+249
327
$28K 0.01%
+473
328
$28K 0.01%
+348
329
$28K 0.01%
+661
330
$28K 0.01%
+521
331
$28K 0.01%
+859
332
$28K 0.01%
+403
333
$27K 0.01%
+134
334
$27K 0.01%
+66
335
$27K 0.01%
+43
336
$27K 0.01%
+262
337
$27K 0.01%
+93
338
$26K 0.01%
+142
339
$26K 0.01%
+68
340
$26K 0.01%
+75
341
$26K 0.01%
+1,180
342
$25K 0.01%
+99
343
$25K 0.01%
+1,481
344
$25K 0.01%
+724
345
$25K 0.01%
+314
346
$25K 0.01%
+37
347
$25K 0.01%
+86
348
$24K 0.01%
+402
349
$24K 0.01%
+1,129
350
$24K 0.01%
+375
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