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
26
$988K 0.31%
4,449
+174
27
$957K 0.3%
8,822
-67
28
$928K 0.29%
6,940
+740
29
$911K 0.29%
3,777
+103
30
$906K 0.29%
9,558
-512
31
$902K 0.29%
10,575
+4
32
$863K 0.27%
2,630
+88
33
$852K 0.27%
6,400
+320
34
$757K 0.24%
6,591
-144
35
$757K 0.24%
5,073
-13
36
$732K 0.23%
3,287
+252
37
$707K 0.22%
5,982
-113
38
$705K 0.22%
4,304
-83
39
$670K 0.21%
10,443
-72
40
$636K 0.2%
9,019
+5,201
41
$630K 0.2%
3,821
+9
42
$622K 0.2%
9,254
-247
43
$614K 0.19%
7,454
+849
44
$541K 0.17%
8,876
+42
45
$532K 0.17%
3,142
+655
46
$506K 0.16%
6,819
-596
47
$493K 0.16%
3,721
-42
48
$490K 0.16%
6,990
-307
49
$489K 0.15%
4,368
+5
50
$487K 0.15%
4,800
+462
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