KIG
Kowal Investment Group Portfolio holdings
AUM
$544M
1-Year Est. Return
25.34%
1 Year Est. Return
+25.34%
AUM
$544M
AUM Growth
+$42.5M
(+8.5%)
Holding
205
Top Buys
| 1 | +$51.3M | |
| 2 | +$5.23M | |
| 3 | +$1.25M | |
| 4 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$1M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$894K |
Top Sells
| 1 | +$52.3M | |
| 2 | +$1M | |
| 3 | +$686K | |
| 4 |
Fidelity Low Volatility Factor ETF
FDLO
|
+$685K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$578K |
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
McKesson
MCK
$103B
| – | – |
-474
|
|
||
202
Mine Safety
MSA
$6.15B
| – | – |
-1,087
|
|
||
203
Badger Meter
BMI
$5.34B
| – | – |
-1,492
|
|
||
204
CrowdStrike
CRWD
$135B
| – | – |
-1,139
|
|
||
|
205
Fidelity Low Volatility Factor ETF
FDLO
$1.35B
| – | – |
-12,016
|
|