KIG

Kowal Investment Group Portfolio holdings

AUM $544M
1-Year Est. Return 25.34%
This Fund
S&P 500
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%
+159
502
$11K ﹤0.01%
+72
503
$11K ﹤0.01%
+22
504
$11K ﹤0.01%
+129
505
$10K ﹤0.01%
+115
506
$10K ﹤0.01%
+169
507
$10K ﹤0.01%
+104
508
$10K ﹤0.01%
+96
509
$10K ﹤0.01%
+114
510
$10K ﹤0.01%
+945
511
$10K ﹤0.01%
+111
512
$10K ﹤0.01%
+243
513
$10K ﹤0.01%
+242
514
$10K ﹤0.01%
+215
515
$10K ﹤0.01%
+120
516
$10K ﹤0.01%
+2
517
$10K ﹤0.01%
+88
518
$10K ﹤0.01%
+33
519
$9K ﹤0.01%
+84
520
$9K ﹤0.01%
+14
521
$9K ﹤0.01%
+58
522
$9K ﹤0.01%
+83
523
$9K ﹤0.01%
+28
524
$9K ﹤0.01%
+340
525
$9K ﹤0.01%
+68
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