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
$316M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.2M
3
+$3.77M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.55M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.71M

Top Sells

1
+$282K
2
+$215K
3
+$209K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$138K
5
GNRC icon
Generac Holdings
GNRC
+$84.2K

Sector Composition

1 Technology 5.39%
2 Industrials 2.57%
3 Consumer Staples 2.22%
4 Financials 1.95%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$135K 0.04%
+498
127
$134K 0.04%
+894
128
$132K 0.04%
+1,681
129
$131K 0.04%
+619
130
$131K 0.04%
+718
131
$124K 0.04%
+4,526
132
$121K 0.04%
+2,019
133
$120K 0.04%
+1,386
134
$119K 0.04%
+516
135
$116K 0.04%
+201
136
$116K 0.04%
+910
137
$116K 0.04%
11,579
-423
138
$113K 0.04%
+4,526
139
$113K 0.04%
+578
140
$111K 0.04%
+523
141
$108K 0.03%
+2,556
142
$108K 0.03%
+972
143
$106K 0.03%
+823
144
$105K 0.03%
+282
145
$105K 0.03%
+1,145
146
$104K 0.03%
+805
147
$104K 0.03%
+3,160
148
$104K 0.03%
+1,854
149
$104K 0.03%
+2,128
150
$103K 0.03%
+1,321
4 5
6
7 8