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
$353M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$9.66M
3
+$7.59M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5M
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.66M

Top Sells

1
+$12.9M
2
+$11.4M
3
+$7.76M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.31M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$2.67M

Sector Composition

1 Technology 5.3%
2 Healthcare 2.78%
3 Consumer Staples 2.75%
4 Financials 2.22%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$491K 0.14%
5,938
+1,167
77
$487K 0.14%
1,519
-35
78
$486K 0.14%
3,756
+60
79
$469K 0.13%
7,300
-710
80
$467K 0.13%
6,738
+470
81
$466K 0.13%
6,700
+964
82
$466K 0.13%
+2,197
83
$465K 0.13%
4,603
+1,079
84
$451K 0.13%
6,466
+359
85
$449K 0.13%
3,808
+4
86
$441K 0.13%
3,567
+586
87
$438K 0.12%
1,061
+66
88
$416K 0.12%
5,535
-25
89
$405K 0.11%
3,840
-858
90
$397K 0.11%
17,968
+89
91
$395K 0.11%
5,207
+548
92
$390K 0.11%
583
+155
93
$384K 0.11%
772
+74
94
$381K 0.11%
11,361
-3,875
95
$369K 0.1%
6,724
+2,434
96
$364K 0.1%
2,718
+576
97
$361K 0.1%
4,356
+276
98
$358K 0.1%
3,845
+11
99
$352K 0.1%
1,447
+7
100
$350K 0.1%
12,239
+2,353
2 3
4
5 6