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
$337M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,049
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.15M
3
+$2.53M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.43M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.39M

Top Sells

1
+$636K
2
+$318K
3
+$270K
4
BA icon
Boeing
BA
+$172K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$170K

Sector Composition

1 Technology 5.45%
2 Consumer Staples 2.18%
3 Communication Services 1.84%
4 Industrials 1.71%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$536K 0.16%
3,956
+229
52
$533K 0.16%
3,729
+8
53
$517K 0.15%
1,185
54
$513K 0.15%
10,641
+1,137
55
$509K 0.15%
3,286
+144
56
$509K 0.15%
2,932
+384
57
$508K 0.15%
1,456
+6
58
$504K 0.15%
4,371
+3
59
$489K 0.15%
5,728
+263
60
$488K 0.14%
19,430
+370
61
$486K 0.14%
11,267
-85
62
$464K 0.14%
6,992
-247
63
$436K 0.13%
5,804
-1,186
64
$415K 0.12%
7,001
+300
65
$403K 0.12%
5,179
+400
66
$394K 0.12%
785
+169
67
$385K 0.11%
7,404
+2,037
68
$366K 0.11%
2,597
+333
69
$352K 0.1%
6,741
+66
70
$348K 0.1%
6,859
+3,388
71
$346K 0.1%
5,045
+4,945
72
$344K 0.1%
1,666
+364
73
$332K 0.1%
5,620
+1,722
74
$326K 0.1%
1,320
+6
75
$316K 0.09%
6,322
-146
1 2
3
4 5