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
101
$384K 0.27%
8,884
102
$382K 0.27%
8,472
+473
103
$377K 0.26%
3,048
-35
104
$376K 0.26%
16,272
+5,601
105
$359K 0.25%
6,653
+186
106
$358K 0.25%
+3,072
107
$353K 0.25%
5,488
108
$351K 0.24%
2,083
-62
109
$349K 0.24%
2,911
+820
110
$342K 0.24%
3,890
+575
111
$308K 0.21%
7,572
+275
112
$306K 0.21%
5,662
+39
113
$298K 0.21%
+5,844
114
$297K 0.21%
15,231
+411
115
$295K 0.2%
13,130
116
$290K 0.2%
28,200
+500
117
$283K 0.2%
+4,561
118
$282K 0.2%
1,144
+168
119
$282K 0.2%
+10,014
120
$281K 0.2%
+2,419
121
$280K 0.19%
9,107
+1,074
122
$276K 0.19%
9,726
+300
123
$266K 0.18%
1,040
-200
124
$266K 0.18%
8,364
+410
125
$264K 0.18%
2,331
+135
3 4
5
6 7