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
$337M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,049
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.15M
3
+$2.53M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.43M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.39M

Top Sells

1
+$636K
2
+$318K
3
+$270K
4
BA icon
Boeing
BA
+$172K
5
HAL icon
Halliburton
HAL
+$170K

Sector Composition

1 Technology 5.45%
2 Consumer Staples 2.18%
3 Communication Services 1.84%
4 Industrials 1.71%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-51
977
– –
-43
978
– –
-4,488
979
– –
-105
980
– –
-48
981
– –
-444
982
– –
-6
983
– –
-62
984
– –
-36
985
– –
-190
986
– –
-13
987
– –
-1
988
– –
-1
989
– –
-362
990
– –
-109
991
– –
-300
992
– –
-442
993
– –
-4,526
994
– –
0
995
– –
-2
996
– –
-15
997
– –
-281
998
– –
-142
999
– –
-188
1000
– –
-1,333
38 39
40
41 42