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
451
$14K ﹤0.01%
+84
452
$14K ﹤0.01%
+280
453
$14K ﹤0.01%
+910
454
$14K ﹤0.01%
+38
455
$14K ﹤0.01%
+167
456
$14K ﹤0.01%
+200
457
$14K ﹤0.01%
+329
458
$14K ﹤0.01%
+260
459
$14K ﹤0.01%
+121
460
$14K ﹤0.01%
+201
461
$14K ﹤0.01%
+391
462
$13K ﹤0.01%
+99
463
$13K ﹤0.01%
+294
464
$13K ﹤0.01%
+50
465
$13K ﹤0.01%
+215
466
$13K ﹤0.01%
+125
467
$13K ﹤0.01%
+109
468
$13K ﹤0.01%
+238
469
$13K ﹤0.01%
+568
470
$13K ﹤0.01%
+308
471
$13K ﹤0.01%
+245
472
$13K ﹤0.01%
+203
473
$13K ﹤0.01%
+230
474
$13K ﹤0.01%
+83
475
$13K ﹤0.01%
+71
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