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
$316M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.2M
3
+$3.77M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.55M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.71M

Top Sells

1
+$282K
2
+$215K
3
+$209K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$138K
5
GNRC icon
Generac Holdings
GNRC
+$84.2K

Sector Composition

1 Technology 5.39%
2 Industrials 2.57%
3 Consumer Staples 2.22%
4 Financials 1.95%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
+35
727
$3K ﹤0.01%
+20
728
$3K ﹤0.01%
+198
729
$3K ﹤0.01%
+36
730
$3K ﹤0.01%
+93
731
$3K ﹤0.01%
+41
732
$3K ﹤0.01%
+70
733
$3K ﹤0.01%
+64
734
$3K ﹤0.01%
+13
735
$3K ﹤0.01%
+17
736
$3K ﹤0.01%
+34
737
$3K ﹤0.01%
+119
738
$3K ﹤0.01%
+11
739
$3K ﹤0.01%
+19
740
$3K ﹤0.01%
+159
741
$3K ﹤0.01%
+148
742
$3K ﹤0.01%
+193
743
$3K ﹤0.01%
+49
744
$3K ﹤0.01%
+105
745
$3K ﹤0.01%
+33
746
$3K ﹤0.01%
+102
747
$3K ﹤0.01%
+45
748
$3K ﹤0.01%
+20
749
$3K ﹤0.01%
+43
750
$3K ﹤0.01%
+41
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