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
$371M
AUM Growth
-$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$1.91M
3
+$959K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$799K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$728K

Top Sells

1
+$703K
2
+$669K
3
+$495K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$475K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$375K

Sector Composition

1 Technology 5.77%
2 Financials 2.85%
3 Consumer Staples 2.62%
4 Healthcare 2.55%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$583K 0.16%
17,571
+1,413
77
$566K 0.15%
3,641
-100
78
$559K 0.15%
2,632
79
$551K 0.15%
1,537
+117
80
$550K 0.15%
4,550
+772
81
$537K 0.14%
7,752
+567
82
$527K 0.14%
116,021
+44,083
83
$521K 0.14%
2,359
+30
84
$514K 0.14%
10,572
-660
85
$486K 0.13%
12,812
+3,994
86
$479K 0.13%
7,397
+292
87
$477K 0.13%
10,757
+549
88
$477K 0.13%
887
+155
89
$465K 0.13%
823
+10
90
$425K 0.11%
8,239
+320
91
$403K 0.11%
4,458
-24
92
$399K 0.11%
5,749
-612
93
$395K 0.11%
611
+32
94
$394K 0.11%
5,547
-179
95
$375K 0.1%
3,874
+24
96
$371K 0.1%
3,768
-14
97
$366K 0.1%
+4,343
98
$358K 0.1%
2,781
-263
99
$347K 0.09%
12,689
+387
100
$344K 0.09%
2,098
+277
2 3
4
5 6