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
76
$279K 0.1%
+1,284
77
$270K 0.1%
3,476
-545
78
$268K 0.1%
10,765
+474
79
$267K 0.1%
+4,940
80
$267K 0.1%
3,818
-734
81
$258K 0.09%
+2,045
82
$257K 0.09%
1,134
+156
83
$245K 0.09%
4,361
+23
84
$245K 0.09%
+2,341
85
$239K 0.09%
2,958
+3
86
$236K 0.09%
668
+7
87
$234K 0.08%
4,106
-906
88
$232K 0.08%
+1,900
89
$232K 0.08%
960
-51
90
$232K 0.08%
4,067
+134
91
$231K 0.08%
2,566
+22
92
$226K 0.08%
1,308
93
$225K 0.08%
561
-8
94
$224K 0.08%
21,608
+46
95
$215K 0.08%
4,759
+24
96
$212K 0.08%
4,473
97
$212K 0.08%
5,420
-279
98
$209K 0.08%
+817
99
$206K 0.07%
+758
100
$202K 0.07%
2,743
-1,162
1 2 3
4
5