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
$316M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.2M
3
+$3.77M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.55M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.71M

Top Sells

1
+$282K
2
+$215K
3
+$209K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$138K
5
GNRC icon
Generac Holdings
GNRC
+$84.2K

Sector Composition

1 Technology 5.39%
2 Industrials 2.57%
3 Consumer Staples 2.22%
4 Financials 1.95%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$13K ﹤0.01%
+209
477
$13K ﹤0.01%
+220
478
$13K ﹤0.01%
+42
479
$12K ﹤0.01%
+544
480
$12K ﹤0.01%
+75
481
$12K ﹤0.01%
+266
482
$12K ﹤0.01%
+400
483
$12K ﹤0.01%
+672
484
$12K ﹤0.01%
+505
485
$12K ﹤0.01%
+96
486
$12K ﹤0.01%
+142
487
$12K ﹤0.01%
+794
488
$12K ﹤0.01%
+67
489
$12K ﹤0.01%
+28
490
$12K ﹤0.01%
+546
491
$12K ﹤0.01%
+99
492
$11K ﹤0.01%
+22
493
$11K ﹤0.01%
+129
494
$11K ﹤0.01%
+143
495
$11K ﹤0.01%
+25
496
$11K ﹤0.01%
+156
497
$11K ﹤0.01%
+791
498
$11K ﹤0.01%
+18
499
$11K ﹤0.01%
+159
500
$11K ﹤0.01%
+72
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