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
401
$18K 0.01%
+391
402
$18K 0.01%
+195
403
$18K 0.01%
+91
404
$18K 0.01%
+65
405
$18K 0.01%
+30
406
$17K 0.01%
+390
407
$17K 0.01%
+56
408
$17K 0.01%
+264
409
$17K 0.01%
+289
410
$17K 0.01%
+39
411
$17K 0.01%
+458
412
$17K 0.01%
+300
413
$17K 0.01%
+500
414
$17K 0.01%
+151
415
$17K 0.01%
+376
416
$17K 0.01%
+325
417
$17K 0.01%
+33
418
$16K 0.01%
+201
419
$16K 0.01%
+210
420
$16K 0.01%
+165
421
$16K 0.01%
+318
422
$16K 0.01%
+88
423
$16K 0.01%
+99
424
$16K 0.01%
+334
425
$16K 0.01%
+41
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