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
$305M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$904K
3
+$742K
4
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
+$630K
5
USB icon
US Bancorp
USB
+$609K

Top Sells

1
+$1.14M
2
+$859K
3
+$810K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$597K
5
T icon
AT&T
T
+$274K

Sector Composition

1 Technology 5.22%
2 Healthcare 2.86%
3 Consumer Staples 2.66%
4 Financials 2.09%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.42%
5,145
+732
27
$1.2M 0.39%
11,312
+272
28
$1.2M 0.39%
28,621
+1,818
29
$1.19M 0.39%
12,069
+1,404
30
$1.09M 0.36%
7,548
+1,328
31
$1.04M 0.34%
9,580
+800
32
$1.02M 0.34%
67,490
+2,950
33
$971K 0.32%
4,930
+1,632
34
$970K 0.32%
29,489
+14,606
35
$949K 0.31%
11,084
+925
36
$943K 0.31%
3,439
+474
37
$915K 0.3%
3,351
-32
38
$908K 0.3%
19,729
+13,242
39
$903K 0.3%
10,768
+2,164
40
$836K 0.27%
5,016
+1,359
41
$806K 0.26%
10,589
+5
42
$789K 0.26%
3,999
+14
43
$773K 0.25%
6,863
+1,351
44
$768K 0.25%
18,002
+4,506
45
$766K 0.25%
8,606
-768
46
$742K 0.24%
+7,785
47
$739K 0.24%
6,760
-360
48
$735K 0.24%
15,693
+6,795
49
$721K 0.24%
14,448
+1,818
50
$696K 0.23%
11,834
+132
1
2
3 4 5