Koshinski Asset Management Portfolio holdings
AUM
$1.32B
This Quarter Return
+2.86%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$144M
AUM Growth
-$102M
(-41%)
Cap. Flow
-$104M
Cap. Flow
% of AUM
-72.36%
Top 10 Holdings %
Top 10 Hldgs %
28.18%
Holding
292
New
22
Increased
95
Reduced
28
Closed
138
Top Buys
| 1 |
Kroger
KR
|
$2.17M |
| 2 |
Apple
AAPL
|
$1.43M |
| 3 |
Starbucks
SBUX
|
$1.05M |
| 4 |
Simmons First National
SFNC
|
$996K |
| 5 |
Vanguard Total Bond Market
BND
|
$831K |
Top Sells
| 1 |
AVK
Advent Convertible and Income Fund
AVK
|
$6.63M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$5.12M |
| 3 |
WisdomTree US MidCap Dividend Fund
DON
|
$4.06M |
| 4 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$4.03M |
| 5 |
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% |
