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
851
$2K ﹤0.01%
+43
852
$2K ﹤0.01%
+72
853
$2K ﹤0.01%
+19
854
$2K ﹤0.01%
+20
855
$2K ﹤0.01%
+46
856
$2K ﹤0.01%
+75
857
$1K ﹤0.01%
+32
858
$1K ﹤0.01%
+16
859
$1K ﹤0.01%
+44
860
$1K ﹤0.01%
+39
861
$1K ﹤0.01%
+1
862
$1K ﹤0.01%
+24
863
$1K ﹤0.01%
+29
864
$1K ﹤0.01%
+41
865
$1K ﹤0.01%
+818
866
$1K ﹤0.01%
+9
867
$1K ﹤0.01%
+19
868
$1K ﹤0.01%
+17
869
$1K ﹤0.01%
+33
870
$1K ﹤0.01%
+8
871
$1K ﹤0.01%
+41
872
$1K ﹤0.01%
+104
873
$1K ﹤0.01%
+12
874
$1K ﹤0.01%
+122
875
$1K ﹤0.01%
+26
33 34
35
36 37