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
876
$1K ﹤0.01%
+11
877
$1K ﹤0.01%
+17
878
$1K ﹤0.01%
+132
879
$1K ﹤0.01%
+36
880
$1K ﹤0.01%
+32
881
$1K ﹤0.01%
+16
882
$1K ﹤0.01%
+44
883
$1K ﹤0.01%
+39
884
$1K ﹤0.01%
+1
885
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+24
886
$1K ﹤0.01%
+29
887
$1K ﹤0.01%
+41
888
$1K ﹤0.01%
+818
889
$1K ﹤0.01%
+9
890
$1K ﹤0.01%
+19
891
$1K ﹤0.01%
+9
892
$1K ﹤0.01%
+10
893
$1K ﹤0.01%
+43
894
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+17
895
$1K ﹤0.01%
+108
896
$1K ﹤0.01%
+22
897
$1K ﹤0.01%
+33
898
$1K ﹤0.01%
+175
899
$0 ﹤0.01%
+1
900
$0 ﹤0.01%
+2
34 35
36
37 38