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
$316M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.2M
3
+$3.77M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.55M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.71M

Top Sells

1
+$282K
2
+$215K
3
+$209K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$138K
5
GNRC icon
Generac Holdings
GNRC
+$84.2K

Sector Composition

1 Technology 5.39%
2 Industrials 2.57%
3 Consumer Staples 2.22%
4 Financials 1.95%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
0
977
$0 ﹤0.01%
+1
978
$0 ﹤0.01%
+12
979
$0 ﹤0.01%
+125
980
– –
0
981
$0 ﹤0.01%
+3
982
$0 ﹤0.01%
+5
983
$0 ﹤0.01%
+1
984
$0 ﹤0.01%
+7
985
$0 ﹤0.01%
+1
986
$0 ﹤0.01%
+1
987
$0 ﹤0.01%
+1
988
$0 ﹤0.01%
+1
989
$0 ﹤0.01%
+1
990
$0 ﹤0.01%
+4
991
$0 ﹤0.01%
+1
992
$0 ﹤0.01%
+2
993
$0 ﹤0.01%
+2
994
$0 ﹤0.01%
+13
995
– –
-817
996
$0 ﹤0.01%
+4
997
$0 ﹤0.01%
+5
998
$0 ﹤0.01%
+1
999
$0 ﹤0.01%
+6
1000
$0 ﹤0.01%
+1
38 39
40
41 42