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
51
$481K 0.15%
8,832
+222
52
$480K 0.15%
8,157
+2,049
53
$476K 0.15%
11,352
+46
54
$476K 0.15%
19,060
+265
55
$467K 0.15%
1,185
-349
56
$456K 0.14%
4,779
57
$444K 0.14%
1,706
+221
58
$442K 0.14%
9,504
+132
59
$426K 0.13%
1,450
-61
60
$421K 0.13%
7,239
-579
61
$413K 0.13%
5,465
+9
62
$402K 0.13%
3,727
-705
63
$383K 0.12%
889
64
$383K 0.12%
2,548
+16
65
$352K 0.11%
6,701
+1,761
66
$349K 0.11%
2,378
+130
67
$333K 0.11%
1,287
+153
68
$331K 0.1%
16,394
-982
69
$327K 0.1%
6,468
+31
70
$325K 0.1%
907
-152
71
$314K 0.1%
5,743
+10
72
$314K 0.1%
6,675
-51
73
$308K 0.1%
2,497
-199
74
$294K 0.09%
5,825
+217
75
$290K 0.09%
5,367
-946
1 2
3
4 5