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
$247M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.57M
3
+$5.45M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.62M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.15M

Top Sells

1
+$547K
2
+$344K
3
+$302K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$247K
5
ALL icon
Allstate
ALL
+$223K

Sector Composition

1 Technology 4.15%
2 Consumer Staples 2.32%
3 Communication Services 1.99%
4 Industrials 1.7%
5 Healthcare 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$897K 0.36%
10,103
+647
27
$850K 0.34%
10,618
+52
28
$837K 0.34%
3,734
+10
29
$763K 0.31%
3,690
+363
30
$738K 0.3%
5,340
-181
31
$736K 0.3%
10,036
-1,327
32
$718K 0.29%
4,717
-429
33
$713K 0.29%
5,946
+16
34
$695K 0.28%
3,786
+81
35
$665K 0.27%
10,169
+36
36
$630K 0.25%
4,779
37
$613K 0.25%
1,682
-943
38
$608K 0.25%
8,815
-2,092
39
$601K 0.24%
9,992
-2,455
40
$600K 0.24%
5,820
-60
41
$574K 0.23%
5,560
+140
42
$558K 0.23%
7,748
+2,245
43
$550K 0.22%
10,560
+5,510
44
$539K 0.22%
3,876
45
$523K 0.21%
2,471
-124
46
$478K 0.19%
18,997
+81
47
$475K 0.19%
4,389
+147
48
$472K 0.19%
8,067
+5
49
$465K 0.19%
4,554
-712
50
$454K 0.18%
3,985
+1,656
1
2
3 4