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
351
$24K 0.01%
+450
352
$24K 0.01%
+750
353
$24K 0.01%
+751
354
$24K 0.01%
+353
355
$23K 0.01%
+1,333
356
$23K 0.01%
+93
357
$23K 0.01%
+68
358
$23K 0.01%
+95
359
$23K 0.01%
+275
360
$23K 0.01%
+152
361
$23K 0.01%
+311
362
$23K 0.01%
+60
363
$23K 0.01%
+259
364
$22K 0.01%
+394
365
$22K 0.01%
+106
366
$22K 0.01%
+350
367
$22K 0.01%
+242
368
$22K 0.01%
+818
369
$22K 0.01%
+106
370
$22K 0.01%
+360
371
$22K 0.01%
+581
372
$21K 0.01%
+207
373
$21K 0.01%
+257
374
$21K 0.01%
+345
375
$21K 0.01%
+54
13 14
15
16 17