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
$335M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$18.8M
3
+$14.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.68M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M

Top Sells

1
+$26.2M
2
+$25.4M
3
+$19.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$5.45M

Sector Composition

1 Technology 4.21%
2 Healthcare 3.28%
3 Consumer Staples 2.72%
4 Financials 2.39%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.56%
11,617
+171
27
$1.84M 0.55%
10,431
+604
28
$1.7M 0.51%
14,922
-1,285
29
$1.62M 0.48%
+7,558
30
$1.6M 0.48%
8,913
+369
31
$1.56M 0.46%
5,902
+503
32
$1.4M 0.42%
43,941
+7,463
33
$1.34M 0.4%
12,247
-818
34
$1.32M 0.39%
11,967
-36
35
$1.3M 0.39%
28,414
-1,128
36
$1.27M 0.38%
69,154
-889
37
$1.27M 0.38%
12,506
-131
38
$1.18M 0.35%
6,546
+965
39
$1.08M 0.32%
3,410
+107
40
$1.06M 0.32%
+17,682
41
$1.05M 0.31%
5,078
-312
42
$1.05M 0.31%
3,386
-29
43
$1.01M 0.3%
14,949
+375
44
$1M 0.3%
7,482
+110
45
$992K 0.3%
11,813
-754
46
$985K 0.29%
4,029
+13
47
$945K 0.28%
21,665
+552
48
$941K 0.28%
15,261
+40
49
$934K 0.28%
19,613
-357
50
$924K 0.28%
+18,666
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