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
$353M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$9.66M
3
+$7.59M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5M
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.66M

Top Sells

1
+$12.9M
2
+$11.4M
3
+$7.76M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.31M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$2.67M

Sector Composition

1 Technology 5.3%
2 Healthcare 2.78%
3 Consumer Staples 2.75%
4 Financials 2.22%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.54%
11,865
+248
27
$1.81M 0.51%
65,130
+8,260
28
$1.73M 0.49%
6,175
+273
29
$1.67M 0.47%
10,805
+374
30
$1.63M 0.46%
14,922
31
$1.53M 0.43%
9,396
+483
32
$1.45M 0.41%
61,073
+25,237
33
$1.4M 0.4%
13,550
+1,737
34
$1.37M 0.39%
20,505
+5,244
35
$1.36M 0.38%
12,364
+397
36
$1.35M 0.38%
69,872
+718
37
$1.34M 0.38%
7,360
+814
38
$1.32M 0.37%
29,643
+1,229
39
$1.26M 0.36%
13,007
+501
40
$1.24M 0.35%
16,218
+7,934
41
$1.23M 0.35%
12,146
-101
42
$1.23M 0.35%
5,436
+358
43
$1.2M 0.34%
19,080
+4,207
44
$1.2M 0.34%
22,895
+3,282
45
$1.16M 0.33%
22,564
+3,898
46
$1.13M 0.32%
10,935
+1,851
47
$1.13M 0.32%
8,648
+1,166
48
$1.04M 0.3%
3,382
-4
49
$1.01M 0.29%
3,417
+7
50
$979K 0.28%
19,914
+8,550
1
2
3 4 5