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
$247M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.57M
3
+$5.45M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.62M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.15M

Top Sells

1
+$547K
2
+$344K
3
+$302K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$247K
5
ALL icon
Allstate
ALL
+$223K

Sector Composition

1 Technology 4.15%
2 Consumer Staples 2.32%
3 Communication Services 1.99%
4 Industrials 1.7%
5 Healthcare 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$451K 0.18%
11,084
-1,057
52
$416K 0.17%
2,254
-23
53
$412K 0.17%
7,958
-333
54
$404K 0.16%
8,913
-1,149
55
$398K 0.16%
1,499
+7
56
$380K 0.15%
6,536
-23
57
$375K 0.15%
2,327
+264
58
$374K 0.15%
23,150
-18,675
59
$350K 0.14%
1,146
-240
60
$346K 0.14%
6,206
+316
61
$345K 0.14%
17,072
-1,441
62
$341K 0.14%
2,412
+62
63
$327K 0.13%
6,403
+34
64
$317K 0.13%
4,020
-100
65
$312K 0.13%
+979
66
$310K 0.13%
5,672
+1,005
67
$308K 0.12%
774
+211
68
$300K 0.12%
5,470
-1,049
69
$296K 0.12%
4,021
-394
70
$291K 0.12%
1,200
+41
71
$286K 0.12%
+3,471
72
$284K 0.11%
+4,552
73
$276K 0.11%
5,622
+27
74
$275K 0.11%
+2,307
75
$271K 0.11%
5,012
-899
1 2
3
4