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
201
$71K 0.02%
+298
202
$69K 0.02%
+989
203
$69K 0.02%
+291
204
$69K 0.02%
+2,572
205
$69K 0.02%
+314
206
$69K 0.02%
+143
207
$69K 0.02%
+1,118
208
$68K 0.02%
+1,434
209
$68K 0.02%
+1,010
210
$67K 0.02%
+2,715
211
$67K 0.02%
+460
212
$67K 0.02%
+271
213
$67K 0.02%
+544
214
$66K 0.02%
+276
215
$65K 0.02%
+135
216
$65K 0.02%
+336
217
$64K 0.02%
+81
218
$64K 0.02%
+659
219
$62K 0.02%
+1,035
220
$62K 0.02%
+286
221
$61K 0.02%
+833
222
$60K 0.02%
+1,253
223
$58K 0.02%
+2,014
224
$58K 0.02%
+903
225
$58K 0.02%
+2,832
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