Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.6B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
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
+$1.96M
2
+$1.34M
3
+$1.11M
4
SFNC icon
Simmons First National
SFNC
+$980K
5
BND icon
Vanguard Total Bond Market
BND
+$825K

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
276
– –
-4,078
277
– –
-28,519
278
– –
-15,740
279
– –
-8,240
280
– –
-13,447
281
– –
-2,860
282
– –
-5,260
283
– –
-4,419
284
– –
-23,612
285
– –
-144,264
286
– –
-66,876
287
– –
-17,336
288
– –
-16,639
289
– –
-6,675
290
– –
-4,633
291
– –
-20,409
292
– –
-28,281
8 9 10 11
12