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
$335M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$18.8M
3
+$14.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.68M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.62M

Top Sells

1
+$26.2M
2
+$25.4M
3
+$19.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$5.45M

Sector Composition

1 Technology 4.21%
2 Healthcare 3.28%
3 Consumer Staples 2.72%
4 Financials 2.39%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.4M 17.73%
1,318,918
+1,137,348
2
$43M 12.84%
573,821
-255,332
3
$23.1M 6.88%
630,491
+513,607
4
$19.1M 5.7%
478,066
-657,031
5
$17.2M 5.15%
163,772
+138,663
6
$13.8M 4.11%
313,125
-577,858
7
$11.6M 3.46%
26,205
+21,858
8
$11.5M 3.42%
121,230
-147,759
9
$7.25M 2.17%
144,744
+12,982
10
$7.04M 2.1%
18,406
-2,311
11
$5.72M 1.71%
62,469
+959
12
$5.67M 1.69%
43,654
-2,289
13
$4.38M 1.31%
66,566
-7,869
14
$3.34M 1%
13,918
-1,921
15
$3.15M 0.94%
81,070
-140,147
16
$3.03M 0.91%
32,366
+3,317
17
$2.93M 0.87%
30,862
+6,880
18
$2.69M 0.8%
55,515
+3,295
19
$2.61M 0.78%
28,889
+17,803
20
$2.49M 0.74%
120,949
-30,549
21
$2.47M 0.74%
48,130
+30,559
22
$2.21M 0.66%
22,799
-460
23
$2.12M 0.63%
14,009
+429
24
$2.11M 0.63%
5,493
+783
25
$1.91M 0.57%
12,618
+10,121
1
2 3 4 5