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
$278M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5.04M
3
+$4.73M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$3.69M
5
MSFT icon
Microsoft
MSFT
+$1.3M

Top Sells

1
+$8.91M
2
+$872K
3
+$500K
4
HAL icon
Halliburton
HAL
+$220K
5
JCI icon
Johnson Controls International
JCI
+$207K

Sector Composition

1 Technology 4.97%
2 Consumer Staples 2.28%
3 Communication Services 2.02%
4 Industrials 2.02%
5 Healthcare 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$953K 0.34%
4,275
+585
27
$950K 0.34%
8,889
28
$942K 0.34%
17,520
+6,960
29
$908K 0.33%
10,571
-47
30
$849K 0.31%
3,674
-60
31
$811K 0.29%
2,542
+1,396
32
$777K 0.28%
6,735
+2,750
33
$761K 0.27%
6,080
+520
34
$757K 0.27%
6,200
+380
35
$754K 0.27%
5,086
-254
36
$731K 0.26%
3,812
+26
37
$710K 0.26%
3,035
+564
38
$709K 0.26%
9,501
-535
39
$707K 0.25%
6,095
+149
40
$705K 0.25%
10,515
+346
41
$682K 0.25%
4,387
-330
42
$604K 0.22%
1,534
-148
43
$594K 0.21%
4,779
44
$555K 0.2%
7,415
-333
45
$553K 0.2%
8,834
-1,158
46
$546K 0.2%
6,605
+3,134
47
$519K 0.19%
7,297
-1,518
48
$503K 0.18%
3,763
-113
49
$499K 0.18%
4,432
+43
50
$494K 0.18%
4,363
-191
1
2
3 4 5