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
51
$932K 0.65%
56,292
-147
52
$931K 0.65%
12,203
+168
53
$914K 0.63%
77,286
+4,218
54
$901K 0.63%
4,654
-1,918
55
$890K 0.62%
5,310
+1,945
56
$875K 0.61%
21,305
+3,622
57
$863K 0.6%
11,696
+1,462
58
$855K 0.59%
7,355
+4,554
59
$828K 0.57%
+5,862
60
$826K 0.57%
25,545
+2,680
61
$825K 0.57%
9,172
+2,511
62
$789K 0.55%
27,049
-590
63
$784K 0.54%
9,372
+577
64
$778K 0.54%
33,006
+2,902
65
$768K 0.53%
3,310
+72
66
$766K 0.53%
5,508
+615
67
$762K 0.53%
5,555
+245
68
$758K 0.53%
7,438
-236
69
$734K 0.51%
6,674
+1,233
70
$714K 0.5%
13,320
+1,133
71
$688K 0.48%
15,288
+548
72
$680K 0.47%
7,915
+2,701
73
$646K 0.45%
7,930
+476
74
$631K 0.44%
9,998
+2,583
75
$610K 0.42%
24,130
+614
1 2
3
4 5