Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.39M
3
+$1.31M
4
RFEU icon
First Trust RiverFront Dynamic Europe ETF
RFEU
+$1.18M
5
FTF
Franklin Limited Duration Income Trust
FTF
+$1.05M

Top Sells

1
+$3.46M
2
+$2.37M
3
+$2.23M
4
AGN
Allergan plc
AGN
+$2.09M
5
HPF
John Hancock Preferred Income Fund II
HPF
+$1.89M

Sector Composition

1 Technology 8.68%
2 Healthcare 6.81%
3 Financials 6.28%
4 Industrials 5.83%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.7%
126,486
+11,810
27
$1.9M 0.69%
77,017
+52,965
28
$1.9M 0.69%
45,068
+1,096
29
$1.86M 0.68%
26,565
-832
30
$1.77M 0.64%
20,292
+835
31
$1.75M 0.64%
59,272
+31,406
32
$1.74M 0.64%
25,277
+5,391
33
$1.7M 0.62%
106,974
+34,622
34
$1.7M 0.62%
99,447
-2,098
35
$1.67M 0.61%
15,698
+7,727
36
$1.66M 0.61%
27,124
+19,275
37
$1.61M 0.59%
12,438
-235
38
$1.6M 0.58%
72,702
-85,813
39
$1.58M 0.57%
199,480
+27,072
40
$1.56M 0.57%
20,157
+7,121
41
$1.54M 0.56%
15,223
-34,150
42
$1.54M 0.56%
6,369
-482
43
$1.54M 0.56%
44,220
-1,840
44
$1.54M 0.56%
10,122
-4,817
45
$1.51M 0.55%
10,699
-7,861
46
$1.49M 0.54%
7,528
+4,953
47
$1.49M 0.54%
46,607
+11,825
48
$1.48M 0.54%
9,634
+3,817
49
$1.43M 0.52%
13,273
+2,125
50
$1.42M 0.52%
15,345
-164
1
2
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