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
651
$5K ﹤0.01%
+67
652
$5K ﹤0.01%
+200
653
$5K ﹤0.01%
+35
654
$5K ﹤0.01%
+180
655
$5K ﹤0.01%
+49
656
$5K ﹤0.01%
+174
657
$5K ﹤0.01%
+102
658
$5K ﹤0.01%
+95
659
$5K ﹤0.01%
+175
660
$5K ﹤0.01%
+95
661
$5K ﹤0.01%
+207
662
$5K ﹤0.01%
+17
663
$5K ﹤0.01%
+41
664
$5K ﹤0.01%
+30
665
$5K ﹤0.01%
+93
666
$5K ﹤0.01%
+26
667
$5K ﹤0.01%
+3
668
$5K ﹤0.01%
+72
669
$5K ﹤0.01%
+75
670
$5K ﹤0.01%
+114
671
$5K ﹤0.01%
+418
672
$5K ﹤0.01%
+13
673
$5K ﹤0.01%
+20
674
$4K ﹤0.01%
+92
675
$4K ﹤0.01%
+56
25 26
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