KIG
Kowal Investment Group Portfolio holdings
AUM
$544M
1-Year Return
25.34%
This Quarter Return
+7.24%
1 Year Return
+25.34%
3 Year Return
+21.13%
5 Year Return
–
10 Year Return
–
AUM
$337M
AUM Growth
+$20.6M
(+6.5%)
Cap. Flow
+$999K
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
79.56%
Holding
1,049
New
1
Increased
87
Reduced
23
Closed
928
Top Buys
Top Sells
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$636K |
| 2 |
First Trust Large Cap Value AlphaDEX Fund
FTA
|
+$318K |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$270K |
| 4 |
Boeing
BA
|
+$172K |
| 5 |
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% |
