KIG
Kowal Investment Group Portfolio holdings
AUM
$544M
1-Year Est. Return
25.35%
This Fund
S&P 500
1 Year Est. Return
+25.35%
AUM
$544M
AUM Growth
+$42.5M
(+8.5%)
Holding
205
Top Buys
| 1 | +$49.4M | |
| 2 | +$5.04M | |
| 3 | +$1.2M | |
| 4 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$972K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$881K |
Top Sells
| 1 | +$50.5M | |
| 2 | +$969K | |
| 3 | +$685K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$661K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$573K |
Sector Composition
| 1 | Technology | 7.88% |
| 2 | Financials | 2.72% |
| 3 | Industrials | 2.28% |
| 4 | Healthcare | 2.16% |
| 5 | Consumer Staples | 2.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Badger Meter
BMI
$4.43B
| – | – |
-1,492
|
|
||
202
CrowdStrike
CRWD
$107B
| – | – |
-1,139
|
|
||
203
Fidelity Low Volatility Factor ETF
FDLO
$1.42B
| – | – |
-12,016
|
|
||
204
McKesson
MCK
$116B
| – | – |
-474
|
|
||
205
Mine Safety
MSA
$6.85B
| – | – |
-1,087
|
|