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
$335M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$18.8M
3
+$14.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.68M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M

Top Sells

1
+$26.2M
2
+$25.4M
3
+$19.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$5.45M

Sector Composition

1 Technology 4.21%
2 Healthcare 3.28%
3 Consumer Staples 2.72%
4 Financials 2.39%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$357K 0.11%
4,659
+344
102
$354K 0.11%
+9,315
103
$353K 0.11%
8,413
-2,019
104
$351K 0.1%
3,834
+1,472
105
$350K 0.1%
4,080
+535
106
$347K 0.1%
3,804
+8
107
$344K 0.1%
14,518
+4,132
108
$340K 0.1%
3,882
-66
109
$327K 0.1%
9,886
-253
110
$321K 0.1%
7,306
-1,580
111
$319K 0.1%
698
-15
112
$317K 0.09%
1,440
+9
113
$312K 0.09%
6,578
-1,375
114
$309K 0.09%
+4,821
115
$303K 0.09%
428
-35
116
$296K 0.09%
4,298
-1,561
117
$290K 0.09%
2,142
-142
118
$288K 0.09%
8,227
-725
119
$287K 0.09%
14,370
-319
120
$283K 0.08%
2,297
-590
121
$278K 0.08%
10,520
-274
122
$274K 0.08%
2,597
-246
123
$274K 0.08%
3,265
-721
124
$271K 0.08%
1,717
-131
125
$268K 0.08%
18,105
+1,679
3 4
5
6 7