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
176
$81K 0.03%
+903
177
$81K 0.03%
+822
178
$81K 0.03%
+1,830
179
$80K 0.03%
+2,697
180
$80K 0.03%
+297
181
$79K 0.03%
+1,881
182
$79K 0.03%
+1,994
183
$79K 0.03%
+146
184
$78K 0.02%
+1,829
185
$78K 0.02%
+502
186
$77K 0.02%
+442
187
$77K 0.02%
+2,245
188
$76K 0.02%
+214
189
$75K 0.02%
+599
190
$75K 0.02%
+863
191
$74K 0.02%
+1,538
192
$74K 0.02%
+1,395
193
$74K 0.02%
+800
194
$73K 0.02%
+774
195
$73K 0.02%
+606
196
$73K 0.02%
+278
197
$73K 0.02%
1,973
+80
198
$73K 0.02%
+611
199
$72K 0.02%
+484
200
$71K 0.02%
+842
6 7
8
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