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
$335M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$18.8M
3
+$14.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.68M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M

Top Sells

1
+$26.2M
2
+$25.4M
3
+$19.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$5.45M

Sector Composition

1 Technology 4.21%
2 Healthcare 3.28%
3 Consumer Staples 2.72%
4 Financials 2.39%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$910K 0.27%
3,799
+412
52
$892K 0.27%
8,043
+693
53
$853K 0.25%
18,995
+4,402
54
$849K 0.25%
10,608
+10
55
$831K 0.25%
56,870
-350
56
$828K 0.25%
+35,836
57
$820K 0.24%
14,873
+4,332
58
$815K 0.24%
5,191
+135
59
$801K 0.24%
9,084
-1,782
60
$773K 0.23%
+16,391
61
$770K 0.23%
12,099
+750
62
$770K 0.23%
7,614
-102
63
$753K 0.22%
3,940
+1,001
64
$725K 0.22%
14,147
-856
65
$713K 0.21%
14,175
-4,004
66
$712K 0.21%
6,031
+877
67
$688K 0.21%
9,513
+1,249
68
$678K 0.2%
7,999
-1,470
69
$670K 0.2%
7,552
+327
70
$660K 0.2%
1,878
+119
71
$655K 0.2%
1,235
+210
72
$623K 0.19%
8,284
-11,339
73
$560K 0.17%
+6,371
74
$542K 0.16%
10,375
+236
75
$537K 0.16%
11,364
-36
1 2
3
4 5