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
126
$261K 0.18%
1,966
+202
127
$254K 0.18%
+3,070
128
$244K 0.17%
26,819
129
$242K 0.17%
1,429
-461
130
$242K 0.17%
19,710
-5,000
131
$239K 0.17%
4,060
+961
132
$234K 0.16%
+2,360
133
$227K 0.16%
3,671
+9
134
$227K 0.16%
1,399
-199
135
$224K 0.16%
+3,133
136
$223K 0.15%
7,705
+900
137
$223K 0.15%
+1,398
138
$221K 0.15%
+2,932
139
$220K 0.15%
16,800
140
$218K 0.15%
+1,046
141
$215K 0.15%
+1,741
142
$211K 0.15%
+3,239
143
$211K 0.15%
10,577
+2,000
144
$205K 0.14%
+3,532
145
$203K 0.14%
14,193
+2,715
146
$203K 0.14%
1,817
147
$201K 0.14%
+5,724
148
$194K 0.13%
+10,006
149
$179K 0.12%
19,545
-1,411
150
$162K 0.11%
12,335
+111
4 5
6
7 8