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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35M
3
+$33.8M
4
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$21.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$15.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.49%
2 Consumer Staples 2.46%
3 Communication Services 2.18%
4 Healthcare 1.83%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$812K 0.38%
+10,566
27
$788K 0.37%
+3,724
28
$767K 0.36%
+9,456
29
$729K 0.34%
+12,447
30
$722K 0.34%
+5,146
31
$709K 0.33%
+5,521
32
$709K 0.33%
+4,779
33
$675K 0.31%
+10,907
34
$661K 0.31%
+3,327
35
$645K 0.3%
+5,930
36
$641K 0.3%
+41,825
37
$595K 0.28%
+10,133
38
$586K 0.27%
+3,705
39
$583K 0.27%
+1,538
40
$568K 0.26%
+20,394
41
$560K 0.26%
+5,266
42
$542K 0.25%
+2,595
43
$511K 0.24%
+5,880
44
$505K 0.23%
+3,876
45
$500K 0.23%
+10,062
46
$479K 0.22%
+12,141
47
$473K 0.22%
+5,420
48
$466K 0.22%
+4,242
49
$462K 0.21%
+8,062
50
$442K 0.21%
+18,916
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