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
51
$488K 0.18%
18,795
-202
52
$488K 0.18%
7,818
-249
53
$483K 0.17%
11,306
+222
54
$456K 0.16%
8,610
+652
55
$454K 0.16%
4,338
-4,779
56
$444K 0.16%
5,456
+1,436
57
$441K 0.16%
9,372
+459
58
$437K 0.16%
2,487
+233
59
$433K 0.16%
1,485
+285
60
$432K 0.16%
1,511
+12
61
$385K 0.14%
6,108
-98
62
$382K 0.14%
889
+115
63
$375K 0.14%
2,532
+120
64
$375K 0.14%
1,059
+80
65
$373K 0.13%
2,248
-79
66
$354K 0.13%
6,313
-223
67
$354K 0.13%
6,726
+1,256
68
$351K 0.13%
17,376
+304
69
$344K 0.12%
2,696
+389
70
$328K 0.12%
6,437
+34
71
$314K 0.11%
5,733
+61
72
$296K 0.11%
1,325
+150
73
$290K 0.1%
5,172
+1,094
74
$289K 0.1%
5,608
-14
75
$282K 0.1%
+3,382
1 2
3
4 5