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
626
$6K ﹤0.01%
+69
627
$5K ﹤0.01%
+31
628
$5K ﹤0.01%
+1,075
629
$5K ﹤0.01%
+87
630
$5K ﹤0.01%
+46
631
$5K ﹤0.01%
+8
632
$5K ﹤0.01%
+253
633
$5K ﹤0.01%
+51
634
$5K ﹤0.01%
+38
635
$5K ﹤0.01%
+20
636
$5K ﹤0.01%
+77
637
$5K ﹤0.01%
+40
638
$5K ﹤0.01%
+107
639
$5K ﹤0.01%
+116
640
$5K ﹤0.01%
+58
641
$5K ﹤0.01%
+73
642
$5K ﹤0.01%
+170
643
$5K ﹤0.01%
+91
644
$5K ﹤0.01%
+92
645
$5K ﹤0.01%
+58
646
$5K ﹤0.01%
+41
647
$5K ﹤0.01%
+48
648
$5K ﹤0.01%
+58
649
$5K ﹤0.01%
+38
650
$5K ﹤0.01%
+288
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