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
$371M
AUM Growth
-$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$1.91M
3
+$959K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$799K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$728K

Top Sells

1
+$703K
2
+$669K
3
+$495K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$475K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$375K

Sector Composition

1 Technology 5.77%
2 Financials 2.85%
3 Consumer Staples 2.62%
4 Healthcare 2.55%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$259K 0.07%
6,731
-1,461
127
$254K 0.07%
6,141
+94
128
$249K 0.07%
2,355
-393
129
$244K 0.07%
14,725
+908
130
$242K 0.07%
3,350
131
$241K 0.07%
1,587
+15
132
$241K 0.07%
+1,218
133
$240K 0.06%
5,572
+1,168
134
$233K 0.06%
5,946
-37
135
$231K 0.06%
6,929
-45
136
$227K 0.06%
555
-33
137
$227K 0.06%
1,013
-14
138
$224K 0.06%
958
-1
139
$221K 0.06%
30,489
140
$221K 0.06%
3,064
-34
141
$217K 0.06%
3,706
+62
142
$210K 0.06%
1,474
-212
143
$208K 0.06%
+239
144
$208K 0.06%
+911
145
$207K 0.06%
3,415
146
$207K 0.06%
+940
147
$202K 0.05%
1,928
-891
148
$202K 0.05%
4,563
+1
149
$202K 0.05%
1,178
150
$201K 0.05%
2,474
-144
3 4 5
6
7