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
$374M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.09M
3
+$2.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.41M

Top Sells

1
+$1.99M
2
+$1.8M
3
+$1.25M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$648K
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$615K

Sector Composition

1 Technology 6.02%
2 Consumer Staples 2.71%
3 Healthcare 2.54%
4 Financials 2.38%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$366K 0.1%
3,759
-1,930
102
$364K 0.1%
1,454
+7
103
$364K 0.1%
4,482
+257
104
$358K 0.1%
16,707
-1,261
105
$353K 0.09%
12,302
+63
106
$349K 0.09%
+8,818
107
$348K 0.09%
859
-202
108
$345K 0.09%
5,211
+4
109
$343K 0.09%
732
+90
110
$343K 0.09%
7,427
+44
111
$337K 0.09%
1,024
+39
112
$335K 0.09%
4,351
-5
113
$334K 0.09%
+7,500
114
$327K 0.09%
2,748
+191
115
$327K 0.09%
5,206
+269
116
$322K 0.09%
8,192
-7,501
117
$321K 0.09%
6,816
+13
118
$317K 0.08%
1,821
+14
119
$316K 0.08%
6,217
+20
120
$309K 0.08%
6,479
-154
121
$307K 0.08%
2,819
-383
122
$303K 0.08%
3,098
+81
123
$298K 0.08%
21,868
+742
124
$295K 0.08%
6,323
+35
125
$286K 0.08%
11,749
3 4
5
6 7