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
$337M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,049
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.15M
3
+$2.53M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.43M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.39M

Top Sells

1
+$636K
2
+$318K
3
+$270K
4
BA icon
Boeing
BA
+$172K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$170K

Sector Composition

1 Technology 5.45%
2 Consumer Staples 2.18%
3 Communication Services 1.84%
4 Industrials 1.71%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$311K 0.09%
15,410
-984
77
$310K 0.09%
5,745
+2
78
$309K 0.09%
2,080
-298
79
$307K 0.09%
2,376
+211
80
$303K 0.09%
1,606
-100
81
$288K 0.09%
840
+132
82
$288K 0.09%
5,644
-181
83
$287K 0.09%
5,566
+581
84
$281K 0.08%
3,299
+337
85
$278K 0.08%
5,528
+1,260
86
$274K 0.08%
483
+177
87
$271K 0.08%
655
+184
88
$270K 0.08%
4,806
+925
89
$269K 0.08%
1,550
+656
90
$265K 0.08%
10,796
+310
91
$264K 0.08%
3,440
+321
92
$256K 0.08%
644
-263
93
$250K 0.07%
4,959
+6
94
$247K 0.07%
4,406
+23
95
$246K 0.07%
2,195
+195
96
$243K 0.07%
8,066
+3,277
97
$242K 0.07%
1,810
+1,146
98
$242K 0.07%
673
+232
99
$241K 0.07%
1,800
+351
100
$236K 0.07%
2,904
+58
2 3
4
5 6