Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$5.17M
3
+$5.13M
4
RIGS icon
RiverFront Strategic Income Fund
RIGS
+$4.43M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.49%
2 Technology 5.64%
3 Healthcare 4.81%
4 Consumer Staples 4.8%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.38M 3.05%
+26,187
2
$5.17M 2.93%
+50,055
3
$5.13M 2.91%
+64,205
4
$4.43M 2.51%
+178,179
5
$4.09M 2.32%
+278,520
6
$3.83M 2.17%
+41,448
7
$3.77M 2.14%
+582,384
8
$3.6M 2.04%
+68,384
9
$3.54M 2.01%
+128,236
10
$2.91M 1.65%
+238,737
11
$2.9M 1.64%
+50,802
12
$2.75M 1.56%
+212,255
13
$2.57M 1.46%
+80,096
14
$2.3M 1.3%
+864,784
15
$2.28M 1.29%
+28,700
16
$2.2M 1.25%
+53,531
17
$2.13M 1.21%
+57,356
18
$1.93M 1.09%
+68,991
19
$1.92M 1.09%
+17,574
20
$1.87M 1.06%
+164,520
21
$1.76M 1%
+14,512
22
$1.73M 0.98%
+47,579
23
$1.72M 0.98%
+16,469
24
$1.72M 0.98%
+21,506
25
$1.61M 0.91%
+92,057
1
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