Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$2.05M
3
+$1.86M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.56M
5
AGN
Allergan plc
AGN
+$1.26M

Top Sells

1
+$7.52M
2
+$2.81M
3
+$1.58M
4
V icon
Visa
V
+$878K
5
RIGS icon
RiverFront Strategic Income Fund
RIGS
+$870K

Sector Composition

1 Healthcare 8.25%
2 Financials 7.95%
3 Technology 7.18%
4 Consumer Staples 5.01%
5 Industrials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-1,619
302
– –
-4,090
303
– –
-10,100
304
– –
-10,471
9 10 11 12
13