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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$35M
3
+$33.8M
4
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$21.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$15.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.49%
2 Consumer Staples 2.46%
3 Communication Services 2.18%
4 Healthcare 1.83%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$245K 0.11%
+1,169
77
$239K 0.11%
+2,598
78
$239K 0.11%
+5,716
79
$233K 0.11%
+4,314
80
$231K 0.11%
+4,330
81
$227K 0.11%
+2,951
82
$223K 0.1%
+2,030
83
$214K 0.1%
+563
84
$208K 0.1%
+4,930
85
$203K 0.09%
+1,852
86
$201K 0.09%
+5,411
87
$201K 0.09%
+1,008
88
$194K 0.09%
+10,324
89
$182K 0.08%
+19,592
90
$100K 0.05%
+1,455
1 2 3
4