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
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$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
26
$1.11M 0.33%
6,465
-436
27
$1.06M 0.31%
3,938
+161
28
$1.01M 0.3%
4,166
-283
29
$988K 0.29%
8,660
+2,069
30
$977K 0.29%
10,580
+5
31
$965K 0.29%
9,293
+471
32
$963K 0.29%
10,140
+582
33
$956K 0.28%
8,756
-1,547
34
$943K 0.28%
+3,971
35
$932K 0.28%
6,440
+40
36
$879K 0.26%
5,086
+13
37
$844K 0.25%
5,997
+15
38
$799K 0.24%
9,833
+2,379
39
$751K 0.22%
3,468
+181
40
$720K 0.21%
4,550
+246
41
$654K 0.19%
1,857
+570
42
$641K 0.19%
10,118
+1,286
43
$629K 0.19%
5,363
+563
44
$599K 0.18%
10,173
-270
45
$597K 0.18%
8,833
-421
46
$591K 0.18%
7,917
+1,098
47
$588K 0.17%
3,789
-32
48
$550K 0.16%
1,153
+264
49
$546K 0.16%
9,006
+130
50
$541K 0.16%
8,847
+690
1
2
3 4 5