KIG
Kowal Investment Group Portfolio holdings
AUM
$544M
1-Year Return
25.34%
This Quarter Return
-1.31%
1 Year Return
+25.34%
3 Year Return
+21.13%
5 Year Return
–
10 Year Return
–
AUM
$316M
AUM Growth
+$38.5M
(+14%)
Cap. Flow
+$42.6M
Cap. Flow
% of AUM
13.46%
Top 10 Holdings %
Top 10 Hldgs %
74.77%
Holding
1,050
New
940
Increased
62
Reduced
36
Closed
2
Top Buys
Top Sells
| 1 |
iShares Residential and Multisector Real Estate ETF
REZ
|
+$282K |
| 2 |
First Trust Large Cap Value AlphaDEX Fund
FTA
|
+$215K |
| 3 |
iShares Russell 3000 ETF
IWV
|
+$209K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$138K |
| 5 |
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% |
