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
801
$2K ﹤0.01%
+62
802
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+32
803
$2K ﹤0.01%
+39
804
$2K ﹤0.01%
+140
805
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806
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807
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808
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809
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810
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+103
811
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812
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+28
813
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+277
814
$2K ﹤0.01%
+68
815
$2K ﹤0.01%
+30
816
$2K ﹤0.01%
+24
817
$2K ﹤0.01%
+23
818
$2K ﹤0.01%
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819
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+52
820
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+62
821
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+24
822
$2K ﹤0.01%
+8
823
$2K ﹤0.01%
+11
824
$2K ﹤0.01%
+5
825
$2K ﹤0.01%
+72
31 32
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34 35