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
$335M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$18.8M
3
+$14.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.68M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M

Top Sells

1
+$26.2M
2
+$25.4M
3
+$19.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$5.45M

Sector Composition

1 Technology 4.21%
2 Healthcare 3.28%
3 Consumer Staples 2.72%
4 Financials 2.39%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$266K 0.08%
3,687
-49
127
$263K 0.08%
2,117
+277
128
$262K 0.08%
+2,825
129
$262K 0.08%
4,932
+896
130
$257K 0.08%
1,108
-238
131
$256K 0.08%
+1,685
132
$253K 0.08%
981
+3
133
$247K 0.07%
+11,208
134
$244K 0.07%
1,734
-606
135
$242K 0.07%
10,000
136
$239K 0.07%
24,491
-1,781
137
$235K 0.07%
3,684
-3,852
138
$233K 0.07%
+455
139
$232K 0.07%
10,061
+78
140
$230K 0.07%
2,642
-781
141
$228K 0.07%
3,335
+4
142
$223K 0.07%
12,516
-2,022
143
$220K 0.07%
+3,144
144
$220K 0.07%
12,153
+609
145
$219K 0.07%
+2,685
146
$217K 0.06%
+2,909
147
$216K 0.06%
4,290
-378
148
$213K 0.06%
+18,315
149
$212K 0.06%
+6,741
150
$211K 0.06%
+4,543
3 4 5
6
7