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
$305M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$904K
3
+$742K
4
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
+$630K
5
USB icon
US Bancorp
USB
+$609K

Top Sells

1
+$1.14M
2
+$859K
3
+$810K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$597K
5
T icon
AT&T
T
+$274K

Sector Composition

1 Technology 5.22%
2 Healthcare 2.86%
3 Consumer Staples 2.66%
4 Financials 2.09%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$307K 0.1%
+3,196
102
$305K 0.1%
+942
103
$304K 0.1%
+7,426
104
$302K 0.1%
2,140
+307
105
$300K 0.1%
+3,693
106
$297K 0.1%
1,488
+12
107
$296K 0.1%
988
+63
108
$292K 0.1%
3,088
-135
109
$291K 0.1%
5,752
+5
110
$283K 0.09%
3,953
-88
111
$277K 0.09%
997
+154
112
$276K 0.09%
+13,823
113
$276K 0.09%
2,054
-51
114
$267K 0.09%
+2,344
115
$265K 0.09%
+1,683
116
$261K 0.09%
2,570
+67
117
$251K 0.08%
+4,523
118
$250K 0.08%
3,106
+576
119
$247K 0.08%
7,878
+128
120
$246K 0.08%
+405
121
$246K 0.08%
+14,478
122
$245K 0.08%
3,087
-1,175
123
$243K 0.08%
1,333
+7
124
$239K 0.08%
3,408
+509
125
$238K 0.08%
12,240
-31
2 3 4
5
6