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
$337M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,049
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.15M
3
+$2.53M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.43M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.39M

Top Sells

1
+$636K
2
+$318K
3
+$270K
4
BA icon
Boeing
BA
+$172K
5
HAL icon
Halliburton
HAL
+$170K

Sector Composition

1 Technology 5.45%
2 Consumer Staples 2.18%
3 Communication Services 1.84%
4 Industrials 1.71%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-1,215
377
– –
-311
378
– –
-30
379
– –
-28
380
– –
-2
381
– –
-24
382
– –
-102
383
– –
-45
384
– –
-318
385
– –
-20
386
– –
-124
387
– –
-2
388
– –
-9
389
– –
-220
390
– –
-8
391
– –
-29
392
– –
-1
393
– –
-102
394
– –
-2,438
395
– –
-71
396
– –
-561
397
– –
-581
398
– –
-43
399
– –
-11
400
– –
-4
14 15
16
17 18