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
$305M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$904K
3
+$742K
4
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
+$630K
5
USB icon
US Bancorp
USB
+$609K

Top Sells

1
+$1.14M
2
+$859K
3
+$810K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$597K
5
T icon
AT&T
T
+$274K

Sector Composition

1 Technology 5.22%
2 Healthcare 2.86%
3 Consumer Staples 2.66%
4 Financials 2.09%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$688K 0.23%
13,125
+4,533
52
$661K 0.22%
10,509
+1,981
53
$635K 0.21%
5,041
+15
54
$620K 0.2%
2,763
+636
55
$570K 0.19%
11,229
+2,104
56
$541K 0.18%
3,357
-516
57
$539K 0.18%
2,858
-1,007
58
$534K 0.17%
2,989
+910
59
$523K 0.17%
1,508
+494
60
$507K 0.17%
11,689
+3,381
61
$507K 0.17%
5,560
+1,141
62
$501K 0.16%
3,707
-30
63
$492K 0.16%
958
+164
64
$473K 0.15%
3,690
-6
65
$469K 0.15%
4,624
+682
66
$465K 0.15%
7,499
+54
67
$456K 0.15%
11,253
-1,791
68
$447K 0.15%
5,579
+27
69
$443K 0.15%
+8,598
70
$435K 0.14%
6,927
+3,241
71
$432K 0.14%
19,889
+384
72
$415K 0.14%
4,339
+1,837
73
$414K 0.14%
1,964
-3,841
74
$408K 0.13%
6,566
+52
75
$407K 0.13%
17,029
+5,079
1 2
3
4 5