Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
+11.91%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$373K
AUM Growth
-$407M
(-100%)
Cap. Flow
-$43.4M
Cap. Flow
% of AUM
-11,619.46%
Top 10 Holdings %
Top 10 Hldgs %
17.72%
Holding
474
New
74
Increased
86
Reduced
193
Closed
80
Top Buys
Top Sells
| 1 |
Accenture
ACN
|
$3.62M |
| 2 |
First Mid Bancshares
FMBH
|
$3.08M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$2.51M |
| 4 |
iShares Russell 3000 ETF
IWV
|
$1.25M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$1.16M |
Sector Composition
| 1 | Technology | 6.78% |
| 2 | Healthcare | 3.81% |
| 3 | Financials | 3.32% |
| 4 | Industrials | 3.27% |
| 5 | Consumer Staples | 3.12% |
