KIG

Kowal Investment Group Portfolio holdings

AUM $544M
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$4.9M
2
+$4.24M
3
+$3.9M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.58M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.79M

Top Sells

1
+$282K
2
+$221K
3
+$209K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$142K
5
GNRC icon
Generac Holdings
GNRC
+$88.2K

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
1026
$0 ﹤0.01%
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1027
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+2
1028
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+25
1029
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1030
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1031
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1032
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1033
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1034
$0 ﹤0.01%
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1035
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1036
– –
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1037
$0 ﹤0.01%
+4
1038
$0 ﹤0.01%
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1039
– –
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1040
$0 ﹤0.01%
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1041
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+30
1042
$0 ﹤0.01%
+70
1043
$0 ﹤0.01%
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1044
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1046
$0 ﹤0.01%
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1047
$0 ﹤0.01%
+11
1048
$0 ﹤0.01%
+2
1049
$0 ﹤0.01%
+2
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