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
$144M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.43M
3
+$1.05M
4
SFNC icon
Simmons First National
SFNC
+$996K
5
BND icon
Vanguard Total Bond Market
BND
+$831K

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
26
$1.47M 1.02%
29,403
+4,960
27
$1.46M 1.01%
101,889
-1,664
28
$1.42M 0.98%
11,222
-755
29
$1.41M 0.98%
10,784
-331
30
$1.39M 0.97%
15,754
+11,919
31
$1.39M 0.97%
4,777
-1,349
32
$1.35M 0.93%
15,948
+9,842
33
$1.34M 0.93%
9,365
+620
34
$1.33M 0.92%
94,324
+14,870
35
$1.32M 0.92%
33,387
+7,539
36
$1.18M 0.82%
5,501
-2,009
37
$1.15M 0.8%
10,301
+2,102
38
$1.12M 0.78%
7,285
+814
39
$1.11M 0.77%
93,888
+15,588
40
$1.06M 0.74%
39,552
+6,972
41
$1.05M 0.73%
8,877
+860
42
$1.05M 0.73%
2,751
-579
43
$1.04M 0.72%
33,487
+472
44
$1.02M 0.71%
18,751
+1,321
45
$996K 0.69%
+40,000
46
$983K 0.68%
2,519
-335
47
$969K 0.67%
51,423
-12
48
$962K 0.67%
38,280
+3,666
49
$959K 0.67%
10,284
+509
50
$955K 0.66%
25,451
+4,232
1
2
3 4 5