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
$247M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.57M
3
+$5.45M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.62M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.15M

Top Sells

1
+$547K
2
+$344K
3
+$302K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$247K
5
ALL icon
Allstate
ALL
+$223K

Sector Composition

1 Technology 4.15%
2 Consumer Staples 2.32%
3 Communication Services 1.99%
4 Industrials 1.7%
5 Healthcare 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$270K 0.11%
3,905
-1,623
77
$261K 0.11%
4,078
-252
78
$260K 0.11%
1,175
+6
79
$247K 0.1%
+661
80
$237K 0.1%
4,338
+24
81
$232K 0.09%
2,955
+4
82
$226K 0.09%
2,544
-54
83
$225K 0.09%
10,291
-33
84
$220K 0.09%
10,269
-1,968
85
$218K 0.09%
+978
86
$218K 0.09%
+3,933
87
$214K 0.09%
4,735
-981
88
$212K 0.09%
569
-152
89
$210K 0.08%
1,308
-100
90
$208K 0.08%
21,562
+1,970
91
$207K 0.08%
+3,469
92
$206K 0.08%
5,699
+288
93
$203K 0.08%
+9,529
94
$200K 0.08%
4,473
-457
95
$200K 0.08%
1,011
+3
96
$107K 0.04%
1,598
+143
97
– –
-2,030
98
– –
-1,852
99
– –
-2,604
1 2 3
4