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
$328M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.22M
3
+$1.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.02M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$872K

Top Sells

1
+$3.82M
2
+$3.49M
3
+$403K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$362K
5
FUMB icon
First Trust Ultra Short Duration Municipal ETF
FUMB
+$311K

Sector Composition

1 Technology 5.74%
2 Consumer Staples 2.39%
3 Healthcare 2.01%
4 Communication Services 1.8%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.12%
6,514
-478
77
$405K 0.12%
794
+9
78
$403K 0.12%
+7,593
79
$384K 0.12%
925
+85
80
$363K 0.11%
4,419
+979
81
$359K 0.11%
989
+345
82
$355K 0.11%
7,162
+1,596
83
$345K 0.11%
6,487
+1,681
84
$342K 0.1%
2,668
+292
85
$341K 0.1%
+2,056
86
$335K 0.1%
582
+99
87
$332K 0.1%
+2,105
88
$317K 0.1%
+12,271
89
$313K 0.1%
6,677
+1,149
90
$309K 0.09%
+4,041
91
$299K 0.09%
7,750
-3,517
92
$298K 0.09%
+11,950
93
$297K 0.09%
5,747
+2
94
$296K 0.09%
6,048
-274
95
$296K 0.09%
+2,502
96
$284K 0.09%
843
+188
97
$281K 0.09%
10,869
+73
98
$281K 0.09%
2,503
+308
99
$278K 0.08%
1,326
+6
100
$269K 0.08%
5,998
-743
2 3
4
5 6