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
$295M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.39M
3
+$2.63M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.04M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.75M

Top Sells

1
+$4.58M
2
+$4.21M
3
+$2.77M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$761K

Sector Composition

1 Technology 5.06%
2 Healthcare 2.93%
3 Consumer Staples 2.64%
4 Financials 2.41%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$766K 0.26%
2,887
+124
52
$765K 0.26%
10,598
+9
53
$752K 0.25%
9,469
-1,299
54
$722K 0.24%
7,716
-890
55
$695K 0.24%
7,225
+465
56
$695K 0.24%
57,220
-10,270
57
$674K 0.23%
5,056
+15
58
$657K 0.22%
15,003
+1,878
59
$649K 0.22%
14,593
-1,100
60
$636K 0.22%
11,349
+840
61
$633K 0.21%
7,350
+1,790
62
$577K 0.2%
1,759
+251
63
$571K 0.19%
10,541
+4,300
64
$556K 0.19%
3,387
+398
65
$538K 0.18%
23,634
+6,605
66
$528K 0.18%
2,939
+81
67
$527K 0.18%
5,154
+765
68
$519K 0.18%
13,668
+2,439
69
$517K 0.18%
1,025
+67
70
$509K 0.17%
5,333
+985
71
$502K 0.17%
8,264
+1,337
72
$493K 0.17%
11,400
+147
73
$485K 0.16%
5,112
+2,542
74
$473K 0.16%
3,903
+213
75
$436K 0.15%
10,394
+1,933
1 2
3
4 5