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
$328M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.22M
3
+$1.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.02M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$872K

Top Sells

1
+$3.82M
2
+$3.49M
3
+$403K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$362K
5
FUMB icon
First Trust Ultra Short Duration Municipal ETF
FUMB
+$311K

Sector Composition

1 Technology 5.74%
2 Consumer Staples 2.39%
3 Healthcare 2.01%
4 Communication Services 1.8%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.41%
76,105
+1,131
27
$1.27M 0.39%
7,174
+709
28
$1.22M 0.37%
8,780
+700
29
$1.19M 0.36%
3,383
-1,027
30
$1.09M 0.33%
4,413
+475
31
$1.01M 0.31%
6,220
+857
32
$1M 0.31%
10,665
+525
33
$994K 0.3%
7,120
+680
34
$951K 0.29%
9,374
+81
35
$941K 0.29%
3,985
+14
36
$934K 0.29%
10,584
+4
37
$887K 0.27%
2,965
+106
38
$880K 0.27%
8,766
+10
39
$880K 0.27%
3,865
-301
40
$872K 0.27%
+8,604
41
$861K 0.26%
3,873
+66
42
$839K 0.26%
10,159
+1,312
43
$813K 0.25%
11,702
+3,785
44
$764K 0.23%
2,127
+270
45
$763K 0.23%
5,026
-60
46
$753K 0.23%
13,496
+3,378
47
$751K 0.23%
5,512
+962
48
$731K 0.22%
3,298
-170
49
$647K 0.2%
13,044
+2,403
50
$638K 0.19%
12,630
+5,771
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