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
$335M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$18.8M
3
+$14.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.68M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M

Top Sells

1
+$26.2M
2
+$25.4M
3
+$19.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$5.45M

Sector Composition

1 Technology 4.21%
2 Healthcare 3.28%
3 Consumer Staples 2.72%
4 Financials 2.39%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$519K 0.16%
15,236
-10,524
77
$511K 0.15%
2,058
+232
78
$510K 0.15%
5,478
+145
79
$508K 0.15%
4,698
-414
80
$506K 0.15%
3,726
+10
81
$502K 0.15%
3,696
-207
82
$497K 0.15%
12,606
-1,062
83
$475K 0.14%
4,771
-304
84
$465K 0.14%
10,330
-64
85
$451K 0.13%
6,268
+710
86
$448K 0.13%
8,010
+1,320
87
$442K 0.13%
9,629
+978
88
$438K 0.13%
5,560
+10
89
$432K 0.13%
888
+31
90
$427K 0.13%
995
+163
91
$414K 0.12%
1,554
+592
92
$411K 0.12%
+10,941
93
$410K 0.12%
5,736
+147
94
$409K 0.12%
+28,010
95
$407K 0.12%
6,107
-512
96
$402K 0.12%
1,100
+124
97
$393K 0.12%
17,879
-975
98
$382K 0.11%
+8,217
99
$373K 0.11%
2,981
+14
100
$362K 0.11%
3,524
+328
2 3
4
5 6