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
$374M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.09M
3
+$2.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.41M

Top Sells

1
+$1.99M
2
+$1.8M
3
+$1.25M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$648K
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$615K

Sector Composition

1 Technology 6.02%
2 Consumer Staples 2.71%
3 Healthcare 2.54%
4 Financials 2.38%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$562K 0.15%
1,169
+4
77
$527K 0.14%
5,968
+30
78
$525K 0.14%
+7,185
79
$525K 0.14%
5,064
-1,250
80
$525K 0.14%
1,420
-99
81
$522K 0.14%
3,778
+44
82
$501K 0.13%
2,329
+925
83
$499K 0.13%
7,105
+405
84
$495K 0.13%
10,889
-8,225
85
$464K 0.12%
6,361
-105
86
$441K 0.12%
5,726
+191
87
$438K 0.12%
813
+41
88
$431K 0.12%
6,740
+2
89
$424K 0.11%
10,208
+1,551
90
$422K 0.11%
7,919
+1,195
91
$419K 0.11%
3,782
-26
92
$407K 0.11%
+17,264
93
$404K 0.11%
3,044
-712
94
$403K 0.11%
3,291
-276
95
$403K 0.11%
+71,938
96
$400K 0.11%
579
-4
97
$394K 0.11%
968
+93
98
$390K 0.1%
3,850
+5
99
$381K 0.1%
3,347
+629
100
$370K 0.1%
+8,943
2 3
4
5 6