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
826
$2K ﹤0.01%
+23
827
$2K ﹤0.01%
+12
828
$2K ﹤0.01%
+52
829
$2K ﹤0.01%
+62
830
$2K ﹤0.01%
+24
831
$2K ﹤0.01%
+8
832
$2K ﹤0.01%
+11
833
$2K ﹤0.01%
+5
834
$2K ﹤0.01%
+72
835
$2K ﹤0.01%
+109
836
$2K ﹤0.01%
+29
837
$2K ﹤0.01%
+70
838
$2K ﹤0.01%
+70
839
$2K ﹤0.01%
+21
840
$2K ﹤0.01%
+45
841
$2K ﹤0.01%
+125
842
$2K ﹤0.01%
+94
843
$2K ﹤0.01%
+19
844
$2K ﹤0.01%
+19
845
$2K ﹤0.01%
+9
846
$2K ﹤0.01%
+31
847
$2K ﹤0.01%
+18
848
$2K ﹤0.01%
+50
849
$2K ﹤0.01%
+25
850
$2K ﹤0.01%
+41
32 33
34
35 36