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
$353M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$9.66M
3
+$7.59M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5M
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.66M

Top Sells

1
+$12.9M
2
+$11.4M
3
+$7.76M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.31M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$2.67M

Sector Composition

1 Technology 5.3%
2 Healthcare 2.78%
3 Consumer Staples 2.75%
4 Financials 2.22%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$350K 0.1%
4,225
+343
102
$346K 0.1%
2,640
+906
103
$346K 0.1%
3,690
+425
104
$333K 0.09%
7,383
-1,030
105
$329K 0.09%
875
-1,003
106
$328K 0.09%
8,657
+430
107
$326K 0.09%
6,722
-2,907
108
$320K 0.09%
1,404
-654
109
$318K 0.09%
6,633
+55
110
$312K 0.09%
6,197
-7,978
111
$308K 0.09%
3,253
+428
112
$308K 0.09%
4,937
+1,253
113
$307K 0.09%
650
-238
114
$305K 0.09%
6,803
-503
115
$301K 0.09%
+7,452
116
$300K 0.09%
21,126
+3,021
117
$297K 0.08%
3,202
+293
118
$297K 0.08%
6,288
-1,929
119
$295K 0.08%
+3,017
120
$293K 0.08%
+7,302
121
$289K 0.08%
985
+4
122
$289K 0.08%
+11,749
123
$286K 0.08%
22,684
+4,369
124
$280K 0.08%
14,011
-359
125
$276K 0.08%
+5,648
3 4
5
6 7