KIG

Kowal Investment Group Portfolio holdings

AUM $544M
1-Year Est. Return 25.34%
This Fund
S&P 500
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
701
$4K ﹤0.01%
+14
702
$4K ﹤0.01%
+21
703
$4K ﹤0.01%
+15
704
$4K ﹤0.01%
+46
705
$4K ﹤0.01%
+212
706
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+22
707
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+43
708
$4K ﹤0.01%
+250
709
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+23
710
$4K ﹤0.01%
+70
711
$4K ﹤0.01%
+225
712
$4K ﹤0.01%
+13
713
$4K ﹤0.01%
+113
714
$4K ﹤0.01%
+92
715
$4K ﹤0.01%
+91
716
$4K ﹤0.01%
+35
717
$4K ﹤0.01%
+116
718
$4K ﹤0.01%
+587
719
$3K ﹤0.01%
+63
720
$3K ﹤0.01%
+93
721
$3K ﹤0.01%
+41
722
$3K ﹤0.01%
+70
723
$3K ﹤0.01%
+64
724
$3K ﹤0.01%
+13
725
$3K ﹤0.01%
+17
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