KIG

Kowal Investment Group Portfolio holdings

AUM $544M
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$4.9M
2
+$4.24M
3
+$3.9M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.58M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.79M

Top Sells

1
+$282K
2
+$221K
3
+$209K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$142K
5
GNRC icon
Generac Holdings
GNRC
+$88.2K

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%
+41
652
$5K ﹤0.01%
+48
653
$5K ﹤0.01%
+58
654
$5K ﹤0.01%
+200
655
$5K ﹤0.01%
+35
656
$5K ﹤0.01%
+180
657
$5K ﹤0.01%
+49
658
$5K ﹤0.01%
+174
659
$5K ﹤0.01%
+102
660
$5K ﹤0.01%
+175
661
$5K ﹤0.01%
+95
662
$5K ﹤0.01%
+207
663
$5K ﹤0.01%
+41
664
$5K ﹤0.01%
+93
665
$5K ﹤0.01%
+26
666
$5K ﹤0.01%
+30
667
$5K ﹤0.01%
+114
668
$5K ﹤0.01%
+17
669
$5K ﹤0.01%
+1,075
670
$5K ﹤0.01%
+3
671
$5K ﹤0.01%
+87
672
$5K ﹤0.01%
+95
673
$5K ﹤0.01%
+38
674
$4K ﹤0.01%
+46
675
$4K ﹤0.01%
+56
25 26
27
28 29