KIG

Kowal Investment Group Portfolio holdings

AUM $544M
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$4.9M
2
+$4.24M
3
+$3.9M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.58M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.79M

Top Sells

1
+$282K
2
+$221K
3
+$209K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$142K
5
GNRC icon
Generac Holdings
GNRC
+$88.2K

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
951
$0 ﹤0.01%
+1
952
$0 ﹤0.01%
+3
953
$0 ﹤0.01%
+6
954
$0 ﹤0.01%
+3
955
– –
0
956
$0 ﹤0.01%
+1
957
$0 ﹤0.01%
+3
958
$0 ﹤0.01%
+10
959
$0 ﹤0.01%
+35
960
$0 ﹤0.01%
+1
961
$0 ﹤0.01%
+3
962
$0 ﹤0.01%
+7
963
– –
0
964
$0 ﹤0.01%
+1
965
$0 ﹤0.01%
+12
966
$0 ﹤0.01%
+125
967
– –
0
968
$0 ﹤0.01%
+3
969
$0 ﹤0.01%
+1
970
$0 ﹤0.01%
+1
971
$0 ﹤0.01%
+1
972
$0 ﹤0.01%
+1
973
$0 ﹤0.01%
+4
974
$0 ﹤0.01%
+1
975
$0 ﹤0.01%
+2
37 38
39
40 41