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
426
– –
-203
427
– –
-298
428
– –
-91
429
– –
-39
430
– –
-13
431
– –
-97
432
– –
-822
433
– –
-120
434
– –
-72
435
– –
-505
436
– –
-193
437
– –
-502
438
– –
-286
439
– –
-1,321
440
– –
-119
441
– –
-495
442
– –
-4
443
– –
-12
444
– –
-413
445
– –
-250
446
– –
-108
447
– –
-33
448
– –
-5
449
– –
-228
450
– –
-2,019
16 17
18
19 20