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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35M
3
+$33.8M
4
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$21.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$15.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.49%
2 Consumer Staples 2.46%
3 Communication Services 2.18%
4 Healthcare 1.83%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$401K 0.19%
+2,277
52
$396K 0.18%
+1,492
53
$391K 0.18%
+5,503
54
$383K 0.18%
+1,386
55
$380K 0.18%
+8,291
56
$376K 0.17%
+6,559
57
$374K 0.17%
+5,528
58
$373K 0.17%
+18,513
59
$350K 0.16%
+4,415
60
$339K 0.16%
+4,120
61
$332K 0.15%
+2,350
62
$328K 0.15%
+6,369
63
$313K 0.15%
+6,519
64
$296K 0.14%
+5,911
65
$287K 0.13%
+2,063
66
$282K 0.13%
+5,890
67
$275K 0.13%
+1,159
68
$273K 0.13%
+5,595
69
$272K 0.13%
+2,329
70
$271K 0.13%
+12,237
71
$258K 0.12%
+721
72
$257K 0.12%
+4,667
73
$248K 0.12%
+1,408
74
$247K 0.11%
+2,604
75
$247K 0.11%
+5,050
1 2
3
4