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
$295M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.39M
3
+$2.63M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.04M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.75M

Top Sells

1
+$4.58M
2
+$4.21M
3
+$2.77M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$761K

Sector Composition

1 Technology 5.06%
2 Healthcare 2.93%
3 Consumer Staples 2.64%
4 Financials 2.41%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.48%
12,567
+1,255
27
$1.26M 0.43%
13,065
+454
28
$1.25M 0.42%
5,399
+254
29
$1.23M 0.42%
8,544
+996
30
$1.19M 0.4%
29,542
+921
31
$1.14M 0.39%
+36,478
32
$1.1M 0.37%
14,574
+12
33
$1.07M 0.36%
70,043
+6,993
34
$1.05M 0.36%
12,637
+568
35
$1.05M 0.35%
12,003
+919
36
$1.04M 0.35%
10,866
+1,286
37
$1M 0.34%
16,207
+15
38
$995K 0.34%
11,086
+3,301
39
$957K 0.32%
5,390
+460
40
$914K 0.31%
18,179
+3,731
41
$912K 0.31%
3,415
+64
42
$911K 0.31%
3,303
-136
43
$911K 0.31%
5,581
+565
44
$881K 0.3%
17,571
+8,973
45
$851K 0.29%
21,113
+1,384
46
$807K 0.27%
4,016
+17
47
$802K 0.27%
15,221
+3,387
48
$799K 0.27%
19,970
+1,968
49
$788K 0.27%
25,760
-3,729
50
$770K 0.26%
7,372
+509
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