Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
-1.43%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$158M
AUM Growth
+$3.89M
(+2.5%)
Cap. Flow
+$7.21M
Cap. Flow
% of AUM
4.56%
Top 10 Holdings %
Top 10 Hldgs %
22.02%
Holding
249
New
28
Increased
107
Reduced
78
Closed
21
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$941K |
| 2 |
Simmons First National
SFNC
|
$934K |
| 3 |
KMF
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
|
$721K |
| 4 |
Invesco KBW Bank ETF
KBWB
|
$648K |
| 5 |
Coca-Cola
KO
|
$643K |
Top Sells
Sector Composition
| 1 | Financials | 8.58% |
| 2 | Technology | 5.79% |
| 3 | Healthcare | 4.87% |
| 4 | Consumer Staples | 4.05% |
| 5 | Industrials | 3.64% |
