KIG
Kowal Investment Group Portfolio holdings
AUM
$544M
This Quarter Return
+3.43%
1 Year Return
+25.34%
3 Year Return
+21.13%
5 Year Return
–
10 Year Return
–
AUM
$374M
AUM Growth
+$374M
(+6%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
2.76%
Top 10 Holdings %
Top 10 Hldgs %
67.33%
Holding
171
New
17
Increased
67
Reduced
71
Closed
13
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$7.37M |
| 2 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$4.09M |
| 3 |
First Trust Managed Municipal ETF
FMB
|
$2.1M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.68M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.41M |
Top Sells
Sector Composition
| 1 | Technology | 6.02% |
| 2 | Consumer Staples | 2.71% |
| 3 | Healthcare | 2.54% |
| 4 | Financials | 2.38% |
| 5 | Consumer Discretionary | 1.72% |
