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
426
$16K 0.01%
+33
427
$16K 0.01%
+197
428
$16K 0.01%
+52
429
$15K ﹤0.01%
+650
430
$15K ﹤0.01%
+1,492
431
$15K ﹤0.01%
+149
432
$15K ﹤0.01%
+360
433
$15K ﹤0.01%
+309
434
$15K ﹤0.01%
+675
435
$15K ﹤0.01%
+1,400
436
$15K ﹤0.01%
+1,215
437
$15K ﹤0.01%
+135
438
$15K ﹤0.01%
+616
439
$15K ﹤0.01%
+354
440
$15K ﹤0.01%
+965
441
$15K ﹤0.01%
+362
442
$15K ﹤0.01%
+200
443
$15K ﹤0.01%
+53
444
$15K ﹤0.01%
+289
445
$14K ﹤0.01%
+149
446
$14K ﹤0.01%
+148
447
$14K ﹤0.01%
+96
448
$14K ﹤0.01%
+120
449
$14K ﹤0.01%
+298
450
$14K ﹤0.01%
+97
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