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 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
526
$9K ﹤0.01%
+82
527
$9K ﹤0.01%
+76
528
$9K ﹤0.01%
+346
529
$9K ﹤0.01%
+442
530
$9K ﹤0.01%
+28
531
$9K ﹤0.01%
+340
532
$9K ﹤0.01%
+68
533
$9K ﹤0.01%
+182
534
$9K ﹤0.01%
+154
535
$8K ﹤0.01%
+62
536
$8K ﹤0.01%
+41
537
$8K ﹤0.01%
+11
538
$8K ﹤0.01%
+48
539
$8K ﹤0.01%
+99
540
$8K ﹤0.01%
+30
541
$8K ﹤0.01%
+189
542
$8K ﹤0.01%
+222
543
$8K ﹤0.01%
+108
544
$8K ﹤0.01%
+275
545
$8K ﹤0.01%
+569
546
$8K ﹤0.01%
+234
547
$8K ﹤0.01%
+236
548
$8K ﹤0.01%
+108
549
$8K ﹤0.01%
+62
550
$8K ﹤0.01%
+278