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
76
$608K 0.42%
14,181
+3,205
77
$590K 0.41%
4,629
+225
78
$561K 0.39%
16,455
+2,005
79
$553K 0.38%
10,961
-201
80
$552K 0.38%
7,530
81
$537K 0.37%
11,529
+876
82
$536K 0.37%
27,913
+5,810
83
$530K 0.37%
40,102
+3,451
84
$528K 0.37%
12,822
+648
85
$528K 0.37%
+3,552
86
$526K 0.37%
4,411
-148
87
$504K 0.35%
6,344
+234
88
$497K 0.35%
13,075
+1,999
89
$482K 0.33%
2,455
+145
90
$479K 0.33%
6,310
+1,329
91
$456K 0.32%
4,400
92
$452K 0.31%
17,221
+843
93
$445K 0.31%
3,445
-1,141
94
$444K 0.31%
9,966
+2,346
95
$442K 0.31%
3,902
+1,514
96
$430K 0.3%
10,683
+2,199
97
$425K 0.3%
3,748
+131
98
$423K 0.29%
5,696
+1,084
99
$417K 0.29%
2,664
+517
100
$405K 0.28%
3,424
+189
2 3
4
5 6