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
$295M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.39M
3
+$2.63M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.04M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.75M

Top Sells

1
+$4.58M
2
+$4.21M
3
+$2.77M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$761K

Sector Composition

1 Technology 5.06%
2 Healthcare 2.93%
3 Consumer Staples 2.64%
4 Financials 2.41%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,054
152
– –
-1,923
153
– –
-9,630
154
– –
-4,624
155
– –
-2,344
156
– –
-2,324
3 4 5 6
7