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
$374M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.09M
3
+$2.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.41M

Top Sells

1
+$1.99M
2
+$1.8M
3
+$1.25M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$648K
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$615K

Sector Composition

1 Technology 6.02%
2 Consumer Staples 2.71%
3 Healthcare 2.54%
4 Financials 2.38%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.45%
+15,775
27
$1.68M 0.45%
3,762
-1,195
28
$1.65M 0.44%
43,363
-11,068
29
$1.65M 0.44%
12,217
+352
30
$1.62M 0.43%
64,626
+3,553
31
$1.53M 0.41%
14,922
32
$1.52M 0.41%
9,167
-1,638
33
$1.51M 0.41%
8,177
+817
34
$1.51M 0.4%
46,894
-12,582
35
$1.44M 0.39%
32,671
-28,200
36
$1.36M 0.36%
11,390
+455
37
$1.35M 0.36%
29,891
+248
38
$1.34M 0.36%
12,322
+176
39
$1.31M 0.35%
8,341
-1,055
40
$1.28M 0.34%
13,090
+83
41
$1.27M 0.34%
8,763
+115
42
$1.24M 0.33%
5,238
-198
43
$1.17M 0.31%
22,562
-333
44
$1.16M 0.31%
10,797
-1,567
45
$1.16M 0.31%
46,923
+25,080
46
$1.15M 0.31%
3,384
+2
47
$1.11M 0.3%
69,726
-146
48
$1.08M 0.29%
14,252
-1,966
49
$1.04M 0.28%
19,917
+3
50
$1.02M 0.27%
3,299
-118
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