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
$374M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.09M
3
+$2.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.41M

Top Sells

1
+$1.99M
2
+$1.8M
3
+$1.25M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$648K
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$615K

Sector Composition

1 Technology 6.02%
2 Consumer Staples 2.71%
3 Healthcare 2.54%
4 Financials 2.38%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$275K 0.07%
3,644
-210
127
$272K 0.07%
+1,882
128
$271K 0.07%
588
-62
129
$267K 0.07%
2,118
+12
130
$263K 0.07%
3,704
+13
131
$259K 0.07%
24,972
-289
132
$259K 0.07%
10,279
+2
133
$258K 0.07%
1,686
+147
134
$254K 0.07%
+1,381
135
$252K 0.07%
30,489
136
$251K 0.07%
3,350
+7
137
$250K 0.07%
2,625
-1,065
138
$249K 0.07%
+1,027
139
$248K 0.07%
1,572
-42
140
$243K 0.07%
5,983
-1,469
141
$243K 0.07%
5,158
-346
142
$240K 0.06%
6,974
-4,387
143
$240K 0.06%
1,792
-848
144
$238K 0.06%
13,817
-31
145
$234K 0.06%
2,618
-11
146
$228K 0.06%
5,869
-1,433
147
$225K 0.06%
4,596
-2,126
148
$225K 0.06%
959
-334
149
$221K 0.06%
3,415
-143
150
$218K 0.06%
+6,047
3 4 5
6
7