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
501
$11K ﹤0.01%
+304
502
$11K ﹤0.01%
+335
503
$11K ﹤0.01%
+65
504
$11K ﹤0.01%
+348
505
$10K ﹤0.01%
+243
506
$10K ﹤0.01%
+115
507
$10K ﹤0.01%
+169
508
$10K ﹤0.01%
+104
509
$10K ﹤0.01%
+96
510
$10K ﹤0.01%
+114
511
$10K ﹤0.01%
+945
512
$10K ﹤0.01%
+111
513
$10K ﹤0.01%
+242
514
$10K ﹤0.01%
+215
515
$10K ﹤0.01%
+120
516
$10K ﹤0.01%
+33
517
$10K ﹤0.01%
+2
518
$10K ﹤0.01%
+88
519
$9K ﹤0.01%
+346
520
$9K ﹤0.01%
+182
521
$9K ﹤0.01%
+154
522
$9K ﹤0.01%
+84
523
$9K ﹤0.01%
+251
524
$9K ﹤0.01%
+34
525
$9K ﹤0.01%
+190
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