KIG
Kowal Investment Group Portfolio holdings
AUM
$544M
This Quarter Return
+1.88%
1 Year Return
+25.34%
3 Year Return
+21.13%
5 Year Return
–
10 Year Return
–
AUM
$501M
AUM Growth
+$501M
(+8.3%)
Cap. Flow
+$42.4M
Cap. Flow
% of AUM
8.45%
Top 10 Holdings %
Top 10 Hldgs %
60.88%
Holding
195
New
17
Increased
102
Reduced
57
Closed
14
Top Buys
| 1 |
Fidelity Blue Chip Growth ETF
FBCG
|
$27.2M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
$10.1M |
| 3 |
NVIDIA
NVDA
|
$8.18M |
| 4 |
Zacks Earnings Consistent Portfolio ETF
ZECP
|
$5.65M |
| 5 |
iShares California Muni Bond ETF
CMF
|
$2.55M |
Top Sells
Sector Composition
| 1 | Technology | 7.62% |
| 2 | Financials | 2.61% |
| 3 | Consumer Staples | 2.11% |
| 4 | Communication Services | 2.04% |
| 5 | Industrials | 2.03% |
