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
HAL icon
Halliburton
HAL
+$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
776
– –
-9
777
– –
-5
778
– –
-3
779
– –
-22
780
– –
-1,205
781
– –
-108
782
– –
-6,737
783
– –
-175
784
– –
-41
785
– –
-217
786
– –
-1
787
– –
-20
788
– –
-116
789
– –
-272
790
– –
-619
791
– –
-148
792
– –
-119
793
– –
-83
794
– –
-1,830
795
– –
-20
796
– –
-2
797
– –
-122
798
– –
-196
799
– –
-2
800
– –
-1
30 31
32
33 34