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
101
$189K 0.06%
4,789
+30
102
$186K 0.06%
+1,689
103
$185K 0.06%
+779
104
$178K 0.06%
+5,120
105
$176K 0.06%
+3,471
106
$172K 0.05%
+783
107
$170K 0.05%
+7,859
108
$170K 0.05%
+3,400
109
$169K 0.05%
+4,488
110
$168K 0.05%
+572
111
$168K 0.05%
3,898
-1,522
112
$155K 0.05%
+1,500
113
$151K 0.05%
+471
114
$150K 0.05%
+434
115
$150K 0.05%
2,046
-697
116
$146K 0.05%
+441
117
$145K 0.05%
+1,486
118
$145K 0.05%
+744
119
$144K 0.05%
+2,307
120
$139K 0.04%
+6,737
121
$139K 0.04%
8,505
-3,173
122
$138K 0.04%
+306
123
$136K 0.04%
+1,592
124
$136K 0.04%
+1,196
125
$136K 0.04%
+1,525
3 4
5
6 7