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
751
$3K ﹤0.01%
+91
752
$3K ﹤0.01%
+9
753
$3K ﹤0.01%
+11
754
$3K ﹤0.01%
+66
755
$3K ﹤0.01%
+193
756
$3K ﹤0.01%
+23
757
$3K ﹤0.01%
+95
758
$3K ﹤0.01%
+78
759
$3K ﹤0.01%
+127
760
$3K ﹤0.01%
+22
761
$3K ﹤0.01%
+25
762
$3K ﹤0.01%
+36
763
$3K ﹤0.01%
+90
764
$3K ﹤0.01%
+41
765
$3K ﹤0.01%
+57
766
$3K ﹤0.01%
+62
767
$3K ﹤0.01%
+38
768
$3K ﹤0.01%
+12
769
$3K ﹤0.01%
+17
770
$2K ﹤0.01%
+11
771
$2K ﹤0.01%
+55
772
$2K ﹤0.01%
+58
773
$2K ﹤0.01%
+58
774
$2K ﹤0.01%
+15
775
$2K ﹤0.01%
+162
29 30
31
32 33