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
$295M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.39M
3
+$2.63M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.04M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.75M

Top Sells

1
+$4.58M
2
+$4.21M
3
+$2.77M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$761K

Sector Composition

1 Technology 5.06%
2 Healthcare 2.93%
3 Consumer Staples 2.64%
4 Financials 2.41%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$436K 0.15%
7,536
+37
77
$435K 0.15%
5,075
+736
78
$418K 0.14%
3,716
+9
79
$417K 0.14%
3,071
-286
80
$395K 0.13%
5,558
+666
81
$391K 0.13%
10,139
+6
82
$390K 0.13%
5,550
-29
83
$387K 0.13%
1,826
+240
84
$380K 0.13%
5,589
+620
85
$379K 0.13%
10,432
+754
86
$377K 0.13%
7,953
+1,011
87
$363K 0.12%
6,619
+53
88
$356K 0.12%
5,859
+24
89
$350K 0.12%
18,854
-1,035
90
$345K 0.12%
8,886
+1,460
91
$340K 0.12%
2,497
+15
92
$337K 0.11%
713
+55
93
$333K 0.11%
8,651
-3,038
94
$331K 0.11%
857
+55
95
$331K 0.11%
2,967
+254
96
$330K 0.11%
+2,284
97
$324K 0.11%
3,796
-177
98
$323K 0.11%
3,423
+335
99
$316K 0.11%
976
+34
100
$306K 0.1%
10,139
+2,971
2 3
4
5 6