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
551
$8K ﹤0.01%
+1,401
552
$8K ﹤0.01%
+458
553
$8K ﹤0.01%
+196
554
$8K ﹤0.01%
+42
555
$8K ﹤0.01%
+42
556
$8K ﹤0.01%
+100
557
$8K ﹤0.01%
+30
558
$8K ﹤0.01%
+253
559
$8K ﹤0.01%
+94
560
$8K ﹤0.01%
+182
561
$8K ﹤0.01%
+244
562
$8K ﹤0.01%
+79
563
$8K ﹤0.01%
+182
564
$7K ﹤0.01%
+44
565
$7K ﹤0.01%
+56
566
$7K ﹤0.01%
+143
567
$7K ﹤0.01%
+187
568
$7K ﹤0.01%
+61
569
$7K ﹤0.01%
+86
570
$7K ﹤0.01%
+608
571
$7K ﹤0.01%
+120
572
$7K ﹤0.01%
+22
573
$7K ﹤0.01%
+105
574
$7K ﹤0.01%
+54
575
$7K ﹤0.01%
+60
21 22
23
24 25