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
$328M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.22M
3
+$1.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.02M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$872K

Top Sells

1
+$3.82M
2
+$3.49M
3
+$403K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$362K
5
FUMB icon
First Trust Ultra Short Duration Municipal ETF
FUMB
+$311K

Sector Composition

1 Technology 5.74%
2 Consumer Staples 2.39%
3 Healthcare 2.01%
4 Communication Services 1.8%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.19%
3,657
+725
52
$583K 0.18%
10,224
+51
53
$550K 0.17%
+14,883
54
$529K 0.16%
8,528
+1,527
55
$509K 0.16%
3,818
+29
56
$506K 0.15%
3,696
+1,099
57
$499K 0.15%
7,445
+2,400
58
$496K 0.15%
10,331
+4,687
59
$494K 0.15%
19,505
+75
60
$483K 0.15%
8,352
-654
61
$465K 0.14%
9,125
+1,721
62
$463K 0.14%
2,079
+413
63
$460K 0.14%
3,737
+8
64
$453K 0.14%
6,979
-1,854
65
$445K 0.14%
8,592
+2,972
66
$444K 0.14%
+6,227
67
$442K 0.13%
3,223
-63
68
$442K 0.13%
+8,898
69
$434K 0.13%
5,817
+13
70
$428K 0.13%
4,262
-109
71
$421K 0.13%
5,552
-176
72
$421K 0.13%
1,014
-171
73
$418K 0.13%
+8,308
74
$414K 0.13%
+3,942
75
$413K 0.13%
1,476
+20
1 2
3
4 5