KIG

Kowal Investment Group Portfolio holdings

AUM $544M
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$4.9M
2
+$4.24M
3
+$3.9M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.58M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.79M

Top Sells

1
+$282K
2
+$221K
3
+$209K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$142K
5
GNRC icon
Generac Holdings
GNRC
+$88.2K

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
376
$21K 0.01%
+494
377
$21K 0.01%
+164
378
$21K 0.01%
+444
379
$21K 0.01%
+202
380
$21K 0.01%
+275
381
$21K 0.01%
+108
382
$21K 0.01%
+214
383
$20K 0.01%
+665
384
$20K 0.01%
+147
385
$20K 0.01%
+464
386
$20K 0.01%
+252
387
$20K 0.01%
+77
388
$20K 0.01%
+31
389
$20K 0.01%
+1,153
390
$20K 0.01%
+134
391
$20K 0.01%
+485
392
$20K 0.01%
+70
393
$20K 0.01%
+342
394
$19K 0.01%
+269
395
$19K 0.01%
+590
396
$19K 0.01%
+111
397
$19K 0.01%
+435
398
$19K 0.01%
+373
399
$18K 0.01%
+95
400
$18K 0.01%
+391
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