Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.43M
3
+$1.05M
4
SFNC icon
Simmons First National
SFNC
+$996K
5
BND icon
Vanguard Total Bond Market
BND
+$831K

Top Sells

1
+$6.63M
2
+$5.12M
3
+$4.06M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$4.03M
5
VZ icon
Verizon
VZ
+$4M

Sector Composition

1 Technology 15.06%
2 Consumer Staples 6.62%
3 Consumer Discretionary 5.84%
4 Industrials 5.5%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-8,147
227
– –
-6,839
228
– –
-7,135
229
– –
-6,806
230
– –
-15,806
231
– –
-13,447
232
– –
-2,860
233
– –
-20,409
234
– –
-28,281
235
– –
-27,565
236
– –
-98,218
237
– –
-8,605
238
– –
-5,260
239
– –
-3,024
240
– –
-913
241
– –
-2,975
242
– –
-4,419
243
– –
-23,612
244
– –
-3,619
245
– –
-12,218
246
– –
-14,400
247
– –
-39,008
248
– –
-17,719
249
– –
-210,280
250
– –
-144,264
8 9
10
11 12