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
151
$173K 0.05%
10,124
+103
152
$154K 0.04%
12,427
+1,757
153
– –
-1,366
154
– –
-4,596
155
– –
-3,759
156
– –
-5,869
157
– –
-6,217
158
– –
-5,158
159
– –
-2,637
160
– –
-6,323
161
– –
-10,889
162
– –
-11,749
163
– –
-2,078
164
– –
-9,929
3 4 5 6
7