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
$176M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$5.17M
3
+$5.13M
4
RIGS icon
RiverFront Strategic Income Fund
RIGS
+$4.43M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.49%
2 Technology 5.64%
3 Healthcare 4.81%
4 Consumer Staples 4.8%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$936K 0.53%
+11,533
52
$903K 0.51%
+17,901
53
$892K 0.51%
+12,916
54
$888K 0.5%
+37,505
55
$884K 0.5%
+19,025
56
$858K 0.49%
+14,970
57
$857K 0.49%
+24,884
58
$849K 0.48%
+18,882
59
$831K 0.47%
+9,932
60
$818K 0.46%
+41,988
61
$812K 0.46%
+15,606
62
$809K 0.46%
+18,968
63
$797K 0.45%
+11,582
64
$793K 0.45%
+9,735
65
$765K 0.43%
+9,274
66
$743K 0.42%
+6,237
67
$732K 0.41%
+6,969
68
$697K 0.4%
+26,248
69
$672K 0.38%
+28,440
70
$667K 0.38%
+6,929
71
$655K 0.37%
+13,290
72
$653K 0.37%
+9,430
73
$648K 0.37%
+11,003
74
$643K 0.36%
+5,735
75
$639K 0.36%
+6,817
1 2
3
4 5