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
$371M
AUM Growth
-$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$1.91M
3
+$959K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$799K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$728K

Top Sells

1
+$703K
2
+$669K
3
+$495K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$475K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$375K

Sector Composition

1 Technology 5.77%
2 Financials 2.85%
3 Consumer Staples 2.62%
4 Healthcare 2.55%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.3%
20,502
+585
52
$1.06M 0.29%
4,951
+10
53
$1.03M 0.28%
68,688
-1,038
54
$974K 0.26%
7,386
-162
55
$928K 0.25%
3,091
+418
56
$927K 0.25%
25,185
-18,178
57
$909K 0.25%
8,827
+321
58
$868K 0.23%
14,767
+9,561
59
$851K 0.23%
4,072
+15
60
$850K 0.23%
15,377
+665
61
$839K 0.23%
14,985
+1,505
62
$835K 0.23%
9,459
-113
63
$828K 0.22%
10,215
-404
64
$824K 0.22%
19,038
+6,889
65
$795K 0.21%
3,177
-14
66
$757K 0.2%
34,138
+16,874
67
$725K 0.2%
6,050
+986
68
$704K 0.19%
9,370
-4,882
69
$688K 0.19%
6,088
-94
70
$668K 0.18%
10,622
+269
71
$632K 0.17%
6,859
+362
72
$626K 0.17%
1,241
+72
73
$599K 0.16%
7,220
+100
74
$592K 0.16%
18,280
+2,649
75
$584K 0.16%
6,157
+189
1 2
3
4 5