KIG
Kowal Investment Group Portfolio holdings
AUM
$544M
This Quarter Return
-3.1%
1 Year Return
+25.34%
3 Year Return
+21.13%
5 Year Return
–
10 Year Return
–
AUM
$371M
AUM Growth
+$371M
(-0.9%)
Cap. Flow
+$8.8M
Cap. Flow
% of AUM
2.38%
Top 10 Holdings %
Top 10 Hldgs %
67.81%
Holding
164
New
6
Increased
80
Reduced
60
Closed
12
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$4.22M |
| 2 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$1.91M |
| 3 |
US Bancorp
USB
|
$959K |
| 4 |
First Trust Capital Strength ETF
FTCS
|
$799K |
| 5 |
First Trust Managed Municipal ETF
FMB
|
$728K |
Top Sells
Sector Composition
| 1 | Technology | 5.77% |
| 2 | Financials | 2.85% |
| 3 | Consumer Staples | 2.62% |
| 4 | Healthcare | 2.55% |
| 5 | Consumer Discretionary | 1.65% |
