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
$316M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.2M
3
+$3.77M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.55M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.71M

Top Sells

1
+$282K
2
+$215K
3
+$209K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$138K
5
GNRC icon
Generac Holdings
GNRC
+$84.2K

Sector Composition

1 Technology 5.39%
2 Industrials 2.57%
3 Consumer Staples 2.22%
4 Financials 1.95%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$98K 0.03%
+727
152
$97K 0.03%
+41
153
$97K 0.03%
+1,187
154
$97K 0.03%
+560
155
$96K 0.03%
+491
156
$96K 0.03%
+3,158
157
$94K 0.03%
+1,338
158
$94K 0.03%
+570
159
$94K 0.03%
+6,095
160
$93K 0.03%
+741
161
$93K 0.03%
+614
162
$92K 0.03%
+1,900
163
$92K 0.03%
+1,491
164
$91K 0.03%
+439
165
$91K 0.03%
+899
166
$91K 0.03%
+546
167
$89K 0.03%
+1,232
168
$88K 0.03%
+294
169
$88K 0.03%
+1,505
170
$88K 0.03%
+664
171
$87K 0.03%
+1,224
172
$87K 0.03%
+869
173
$84K 0.03%
+1,366
174
$82K 0.03%
+561
175
$81K 0.03%
+315
5 6
7
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