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
$353M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$9.66M
3
+$7.59M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5M
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.66M

Top Sells

1
+$12.9M
2
+$11.4M
3
+$7.76M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.31M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$2.67M

Sector Composition

1 Technology 5.3%
2 Healthcare 2.78%
3 Consumer Staples 2.75%
4 Financials 2.22%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$273K 0.08%
4,537
-284
127
$273K 0.08%
1,807
-310
128
$272K 0.08%
+1,293
129
$268K 0.08%
2,106
+389
130
$263K 0.07%
2,629
-13
131
$258K 0.07%
+5,504
132
$257K 0.07%
3,691
-607
133
$257K 0.07%
10,277
+277
134
$256K 0.07%
+3,854
135
$249K 0.07%
25,261
+770
136
$246K 0.07%
1,614
-11,004
137
$242K 0.07%
13,848
+1,695
138
$239K 0.07%
3,343
+8
139
$238K 0.07%
30,489
+5,086
140
$238K 0.07%
2,557
-128
141
$227K 0.06%
3,126
-561
142
$224K 0.06%
+2,732
143
$221K 0.06%
+2,032
144
$220K 0.06%
642
-458
145
$220K 0.06%
1,201
-1
146
$218K 0.06%
+9,783
147
$214K 0.06%
11,676
-840
148
$213K 0.06%
3,161
+17
149
$212K 0.06%
+3,558
150
$209K 0.06%
+4,018
3 4 5
6
7