KIG
Kowal Investment Group Portfolio holdings
AUM
$544M
1-Year Return
25.34%
This Quarter Return
-5.24%
1 Year Return
+25.34%
3 Year Return
+21.13%
5 Year Return
–
10 Year Return
–
AUM
$328M
AUM Growth
-$9.08M
(-2.7%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
75.66%
Holding
140
New
26
Increased
76
Reduced
22
Closed
14
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.94M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.22M |
| 3 |
AbbVie
ABBV
|
$1.19M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.02M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$872K |
Top Sells
| 1 |
First Trust Value Line Dividend Fund
FVD
|
$3.82M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
$3.49M |
| 3 |
Exact Sciences
EXAS
|
$403K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$362K |
| 5 |
First Trust Ultra Short Duration Municipal ETF
FUMB
|
$311K |
Sector Composition
| 1 | Technology | 5.74% |
| 2 | Consumer Staples | 2.39% |
| 3 | Healthcare | 2.01% |
| 4 | Communication Services | 1.8% |
| 5 | Industrials | 1.63% |
