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
$371M
AUM Growth
-$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$1.91M
3
+$959K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$799K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$728K

Top Sells

1
+$703K
2
+$669K
3
+$495K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$475K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$375K

Sector Composition

1 Technology 5.77%
2 Financials 2.85%
3 Consumer Staples 2.62%
4 Healthcare 2.55%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.48%
14,125
-60
27
$1.75M 0.47%
11,715
-502
28
$1.73M 0.47%
14,922
29
$1.73M 0.47%
71,821
+7,195
30
$1.68M 0.45%
6,386
+172
31
$1.62M 0.44%
12,411
+1,021
32
$1.44M 0.39%
8,566
+225
33
$1.39M 0.37%
13,536
-2,239
34
$1.38M 0.37%
8,860
-307
35
$1.34M 0.36%
30,497
+9,533
36
$1.31M 0.35%
9,030
+267
37
$1.29M 0.35%
10,999
+202
38
$1.29M 0.35%
7,605
-572
39
$1.29M 0.35%
26,430
+8,283
40
$1.23M 0.33%
13,339
+249
41
$1.23M 0.33%
29,240
-651
42
$1.23M 0.33%
5,326
+88
43
$1.22M 0.33%
22,638
+76
44
$1.19M 0.32%
3,935
+636
45
$1.18M 0.32%
3,358
-26
46
$1.17M 0.32%
48,936
+2,013
47
$1.15M 0.31%
11,843
-479
48
$1.14M 0.31%
2,657
-1,105
49
$1.14M 0.31%
27,078
-5,593
50
$1.12M 0.3%
4,089
+77
1
2
3 4 5