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
76
$288K 0.09%
2,264
+219
77
$271K 0.09%
1,314
-11
78
$270K 0.09%
+2,114
79
$266K 0.08%
4,985
-187
80
$255K 0.08%
2,165
+265
81
$250K 0.08%
1,302
+18
82
$250K 0.08%
+4,953
83
$244K 0.08%
4,383
+22
84
$243K 0.08%
10,486
-279
85
$241K 0.08%
616
+55
86
$239K 0.08%
4,268
+162
87
$237K 0.07%
708
+40
88
$235K 0.07%
2,962
+4
89
$234K 0.07%
3,119
-357
90
$231K 0.07%
2,580
+14
91
$231K 0.07%
3,881
-186
92
$217K 0.07%
1,308
93
$208K 0.07%
759
+1
94
$207K 0.07%
+9,670
95
$207K 0.07%
2,000
-341
96
$206K 0.07%
901
-59
97
$205K 0.06%
4,475
+2
98
$194K 0.06%
+2,846
99
$194K 0.06%
+1,449
100
$190K 0.06%
21,614
+6
2 3
4
5 6