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
$371M
AUM Growth
-$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$1.91M
3
+$959K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$799K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$728K

Top Sells

1
+$703K
2
+$669K
3
+$495K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$475K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$375K

Sector Composition

1 Technology 5.77%
2 Financials 2.85%
3 Consumer Staples 2.62%
4 Healthcare 2.55%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$344K 0.09%
22,988
+1,120
102
$337K 0.09%
4,502
+151
103
$330K 0.09%
1,431
-23
104
$328K 0.09%
7,688
+188
105
$328K 0.09%
2,366
+484
106
$321K 0.09%
851
-8
107
$319K 0.09%
811
-157
108
$311K 0.08%
6,757
-59
109
$308K 0.08%
3,344
-3
110
$301K 0.08%
14,625
-2,082
111
$300K 0.08%
5,174
-1,566
112
$299K 0.08%
6,334
-145
113
$292K 0.08%
1,022
-2
114
$290K 0.08%
7,388
-1,555
115
$289K 0.08%
+5,082
116
$282K 0.08%
5,318
+107
117
$279K 0.08%
6,383
-1,044
118
$277K 0.07%
10,281
+2
119
$274K 0.07%
2,382
-909
120
$274K 0.07%
3,170
+545
121
$272K 0.07%
1,940
+148
122
$271K 0.07%
25,655
+683
123
$270K 0.07%
2,201
+83
124
$270K 0.07%
1,374
-7
125
$260K 0.07%
3,728
+24
3 4
5
6 7