Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
+6%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$400M
AUM Growth
+$94.7M
(+31%)
Cap. Flow
+$80.6M
Cap. Flow
% of AUM
20.18%
Top 10 Holdings %
Top 10 Hldgs %
11.08%
Holding
439
New
79
Increased
213
Reduced
113
Closed
26
Top Buys
| 1 |
AbbVie
ABBV
|
$1.91M |
| 2 |
3M
MMM
|
$1.69M |
| 3 |
D.R. Horton
DHI
|
$1.48M |
| 4 |
Abbott
ABT
|
$1.44M |
| 5 |
Texas Instruments
TXN
|
$1.4M |
Top Sells
| 1 |
iShares Biotechnology ETF
IBB
|
$985K |
| 2 |
JNPR
Juniper Networks
JNPR
|
$871K |
| 3 |
TIER
TIER REIT, Inc.
TIER
|
$868K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$832K |
| 5 |
AGN
Allergan plc
AGN
|
$605K |
Sector Composition
| 1 | Technology | 10.18% |
| 2 | Healthcare | 8.68% |
| 3 | Industrials | 8.08% |
| 4 | Financials | 6.99% |
| 5 | Consumer Staples | 5.02% |
