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
$328M
AUM Growth
-$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.22M
3
+$1.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.02M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$872K

Top Sells

1
+$3.82M
2
+$3.49M
3
+$403K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$362K
5
FUMB icon
First Trust Ultra Short Duration Municipal ETF
FUMB
+$311K

Sector Composition

1 Technology 5.74%
2 Consumer Staples 2.39%
3 Healthcare 2.01%
4 Communication Services 1.8%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$267K 0.08%
+7,356
102
$261K 0.08%
6,914
-1,152
103
$259K 0.08%
+3,686
104
$258K 0.08%
+2,577
105
$257K 0.08%
+2,538
106
$256K 0.08%
+1,587
107
$255K 0.08%
3,305
+6
108
$249K 0.08%
4,962
+3
109
$249K 0.08%
2,003
-77
110
$247K 0.08%
+559
111
$244K 0.07%
+2,530
112
$238K 0.07%
1,833
+23
113
$238K 0.07%
+2,314
114
$229K 0.07%
1,079
+142
115
$228K 0.07%
+944
116
$225K 0.07%
+2,899
117
$223K 0.07%
9,814
+70
118
$221K 0.07%
+3,021
119
$218K 0.07%
+3,929
120
$214K 0.07%
4,486
+8
121
$211K 0.06%
761
+1
122
$209K 0.06%
2,556
+8
123
$200K 0.06%
+1,306
124
$166K 0.05%
21,448
125
$63K 0.02%
11,579
2 3 4
5
6