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%
+102
752
$3K ﹤0.01%
+45
753
$3K ﹤0.01%
+20
754
$3K ﹤0.01%
+43
755
$3K ﹤0.01%
+41
756
$3K ﹤0.01%
+12
757
$3K ﹤0.01%
+17
758
$3K ﹤0.01%
+91
759
$3K ﹤0.01%
+9
760
$3K ﹤0.01%
+11
761
$3K ﹤0.01%
+66
762
$3K ﹤0.01%
+193
763
$3K ﹤0.01%
+23
764
$3K ﹤0.01%
+95
765
$3K ﹤0.01%
+78
766
$3K ﹤0.01%
+127
767
$3K ﹤0.01%
+22
768
$3K ﹤0.01%
+25
769
$3K ﹤0.01%
+36
770
$2K ﹤0.01%
+46
771
$2K ﹤0.01%
+75
772
$2K ﹤0.01%
+11
773
$2K ﹤0.01%
+55
774
$2K ﹤0.01%
+58
775
$2K ﹤0.01%
+58
29 30
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