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
$295M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.39M
3
+$2.63M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.04M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.75M

Top Sells

1
+$4.58M
2
+$4.21M
3
+$2.77M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$761K

Sector Composition

1 Technology 5.06%
2 Healthcare 2.93%
3 Consumer Staples 2.64%
4 Financials 2.41%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$219K 0.07%
1,840
+202
127
$218K 0.07%
7,665
128
$216K 0.07%
4,963
+650
129
$211K 0.07%
4,575
-2,331
130
$210K 0.07%
3,331
+18
131
$210K 0.07%
978
-510
132
$209K 0.07%
10,000
133
$209K 0.07%
+1,849
134
$205K 0.07%
4,668
+604
135
$205K 0.07%
4,036
-487
136
$203K 0.07%
7,691
-187
137
$202K 0.07%
+2,362
138
$201K 0.07%
+659
139
$200K 0.07%
+9,983
140
$192K 0.07%
+11,544
141
$184K 0.06%
+11,477
142
$155K 0.05%
22,648
143
$119K 0.04%
10,344
-1,727
144
– –
-997
145
– –
-2,571
146
– –
-12,240
147
– –
-1,964
148
– –
-12,344
149
– –
-5,752
150
– –
-2,745
3 4 5
6
7