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
$353M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$9.66M
3
+$7.59M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5M
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.66M

Top Sells

1
+$12.9M
2
+$11.4M
3
+$7.76M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.31M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$2.67M

Sector Composition

1 Technology 5.3%
2 Healthcare 2.78%
3 Consumer Staples 2.75%
4 Financials 2.22%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$939K 0.27%
4,042
+13
52
$922K 0.26%
4,028
+229
53
$910K 0.26%
8,551
+508
54
$888K 0.25%
24,643
+2,978
55
$882K 0.25%
19,114
+119
56
$854K 0.24%
10,614
+6
57
$847K 0.24%
4,945
-246
58
$833K 0.24%
13,436
+1,337
59
$803K 0.23%
14,785
-164
60
$777K 0.22%
7,471
-81
61
$759K 0.22%
9,949
-426
62
$711K 0.2%
6,288
-1,326
63
$677K 0.19%
4,398
+2,713
64
$658K 0.19%
16,134
+1,987
65
$640K 0.18%
15,693
-65,377
66
$626K 0.18%
6,314
+283
67
$609K 0.17%
2,935
+638
68
$604K 0.17%
15,522
+2,916
69
$601K 0.17%
10,377
+864
70
$585K 0.17%
6,508
+137
71
$551K 0.16%
1,165
-70
72
$543K 0.15%
2,663
-1,277
73
$536K 0.15%
21,843
+7,325
74
$515K 0.15%
5,689
-2,310
75
$501K 0.14%
3,734
+8
1 2
3
4 5