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
$295M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.39M
3
+$2.63M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.04M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.75M

Top Sells

1
+$4.58M
2
+$4.21M
3
+$2.77M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$761K

Sector Composition

1 Technology 5.06%
2 Healthcare 2.93%
3 Consumer Staples 2.64%
4 Financials 2.41%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$297K 0.1%
+6,690
102
$297K 0.1%
1,346
+271
103
$295K 0.1%
4,315
+622
104
$292K 0.1%
2,843
-524
105
$291K 0.1%
14,689
+866
106
$289K 0.1%
3,986
+880
107
$287K 0.1%
3,196
108
$284K 0.1%
3,948
-5
109
$278K 0.09%
832
-156
110
$278K 0.09%
2,340
+200
111
$278K 0.09%
10,794
+546
112
$276K 0.09%
1,848
+165
113
$266K 0.09%
+16,426
114
$263K 0.09%
8,952
+355
115
$258K 0.09%
1,431
+98
116
$257K 0.09%
962
-218
117
$256K 0.09%
+3,220
118
$255K 0.09%
463
+58
119
$247K 0.08%
3,736
+328
120
$246K 0.08%
5,871
-659
121
$243K 0.08%
3,095
+8
122
$233K 0.08%
+10,386
123
$231K 0.08%
14,538
+60
124
$223K 0.08%
+26,272
125
$219K 0.07%
+3,545
3 4
5
6 7