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
$305M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$904K
3
+$742K
4
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
+$630K
5
USB icon
US Bancorp
USB
+$609K

Top Sells

1
+$1.14M
2
+$859K
3
+$810K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$597K
5
T icon
AT&T
T
+$274K

Sector Composition

1 Technology 5.22%
2 Healthcare 2.86%
3 Consumer Staples 2.66%
4 Financials 2.09%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$405K 0.13%
12,344
+4,988
77
$403K 0.13%
4,348
+1,810
78
$402K 0.13%
10,133
-91
79
$400K 0.13%
+11,343
80
$395K 0.13%
9,678
-653
81
$394K 0.13%
4,389
+1,812
82
$383K 0.13%
10,248
+3,086
83
$382K 0.13%
5,835
+18
84
$377K 0.12%
4,892
+1,871
85
$375K 0.12%
8,461
+868
86
$368K 0.12%
6,906
-73
87
$368K 0.12%
3,973
+155
88
$360K 0.12%
2,482
+426
89
$358K 0.12%
+3,367
90
$354K 0.12%
+4,969
91
$351K 0.12%
1,586
+642
92
$351K 0.12%
6,241
+14
93
$345K 0.11%
802
+243
94
$337K 0.11%
8,597
+1,920
95
$335K 0.11%
6,942
+894
96
$331K 0.11%
1,180
+191
97
$323K 0.11%
2,745
+1,158
98
$322K 0.11%
2,713
+45
99
$316K 0.1%
658
+76
100
$313K 0.1%
6,530
-1,822
2 3
4
5 6