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
526
$9K ﹤0.01%
+340
527
$9K ﹤0.01%
+68
528
$9K ﹤0.01%
+182
529
$9K ﹤0.01%
+154
530
$9K ﹤0.01%
+76
531
$9K ﹤0.01%
+346
532
$9K ﹤0.01%
+251
533
$9K ﹤0.01%
+82
534
$9K ﹤0.01%
+442
535
$8K ﹤0.01%
+30
536
$8K ﹤0.01%
+62
537
$8K ﹤0.01%
+41
538
$8K ﹤0.01%
+11
539
$8K ﹤0.01%
+48
540
$8K ﹤0.01%
+99
541
$8K ﹤0.01%
+284
542
$8K ﹤0.01%
+222
543
$8K ﹤0.01%
+569
544
$8K ﹤0.01%
+234
545
$8K ﹤0.01%
+236
546
$8K ﹤0.01%
+108
547
$8K ﹤0.01%
+62
548
$8K ﹤0.01%
+278
549
$8K ﹤0.01%
+1,401
550
$8K ﹤0.01%
+458
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