KIG

Kowal Investment Group Portfolio holdings

AUM $544M
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$4.9M
2
+$4.24M
3
+$3.9M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.58M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.79M

Top Sells

1
+$282K
2
+$221K
3
+$209K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$142K
5
GNRC icon
Generac Holdings
GNRC
+$88.2K

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%
+159
502
$11K ﹤0.01%
+72
503
$11K ﹤0.01%
+22
504
$11K ﹤0.01%
+129
505
$10K ﹤0.01%
+215
506
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+120
507
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+115
508
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+169
509
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+104
510
$10K ﹤0.01%
+96
511
$10K ﹤0.01%
+114
512
$10K ﹤0.01%
+945
513
$10K ﹤0.01%
+111
514
$10K ﹤0.01%
+243
515
$10K ﹤0.01%
+242
516
$10K ﹤0.01%
+2
517
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+88
518
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+33
519
$9K ﹤0.01%
+34
520
$9K ﹤0.01%
+84
521
$9K ﹤0.01%
+190
522
$9K ﹤0.01%
+14
523
$9K ﹤0.01%
+58
524
$9K ﹤0.01%
+83
525
$9K ﹤0.01%
+28
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