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
151
$208K 0.06%
+1,539
152
$205K 0.06%
4,558
+15
153
$204K 0.06%
+3,126
154
$201K 0.06%
+2,620
155
– –
-17,682
156
– –
-9,315
157
– –
-16,391
158
– –
-10,061
159
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-5,478
160
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-4,932
161
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-1,108
162
– –
-455
163
– –
-10,520
164
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-2,483
165
– –
-7,558
166
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-10,429
167
– –
-2,597
168
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-11,208
169
– –
-10,330
170
– –
-6,741
171
– –
-28,010
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