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
776
$2K ﹤0.01%
+23
777
$2K ﹤0.01%
+62
778
$2K ﹤0.01%
+35
779
$2K ﹤0.01%
+89
780
$2K ﹤0.01%
+43
781
$2K ﹤0.01%
+63
782
$2K ﹤0.01%
+28
783
$2K ﹤0.01%
+181
784
$2K ﹤0.01%
+20
785
$2K ﹤0.01%
+114
786
$2K ﹤0.01%
+86
787
$2K ﹤0.01%
+9
788
$2K ﹤0.01%
+15
789
$2K ﹤0.01%
+18
790
$2K ﹤0.01%
+44
791
$2K ﹤0.01%
+27
792
$2K ﹤0.01%
+77
793
$2K ﹤0.01%
+84
794
$2K ﹤0.01%
+16
795
$2K ﹤0.01%
+46
796
$2K ﹤0.01%
+100
797
$2K ﹤0.01%
+129
798
$2K ﹤0.01%
+62
799
$2K ﹤0.01%
+50
800
$2K ﹤0.01%
+30
30 31
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