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
$337M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,049
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.15M
3
+$2.53M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.43M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.39M

Top Sells

1
+$636K
2
+$318K
3
+$270K
4
BA icon
Boeing
BA
+$172K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$170K

Sector Composition

1 Technology 5.45%
2 Consumer Staples 2.18%
3 Communication Services 1.84%
4 Industrials 1.71%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-391
752
– –
-1
753
– –
0
754
– –
-140
755
– –
-61
756
– –
-18
757
– –
-164
758
– –
-1
759
– –
-11
760
– –
-11
761
– –
-95
762
– –
-314
763
– –
-572
764
– –
-275
765
– –
-25
766
– –
-1
767
– –
-516
768
– –
-434
769
– –
-23
770
– –
-19
771
– –
-1,854
772
– –
-26
773
– –
-1
774
– –
-106
775
– –
-28
29 30
31
32 33