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
$274M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.39M
3
+$1.31M
4
RFEU icon
First Trust RiverFront Dynamic Europe ETF
RFEU
+$1.18M
5
FTF
Franklin Limited Duration Income Trust
FTF
+$1.05M

Top Sells

1
+$3.46M
2
+$2.37M
3
+$2.23M
4
AGN
Allergan plc
AGN
+$2.09M
5
HPF
John Hancock Preferred Income Fund II
HPF
+$1.89M

Sector Composition

1 Technology 8.68%
2 Healthcare 6.81%
3 Financials 6.28%
4 Industrials 5.83%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.86M 2.5%
190,420
+18,716
2
$3.79M 1.38%
84,609
+14,378
3
$3.47M 1.26%
187,540
+75,171
4
$3.4M 1.24%
175,397
-7,318
5
$3.37M 1.23%
213,968
-30,916
6
$3.1M 1.13%
122,464
+21,573
7
$2.95M 1.08%
31,876
-12,371
8
$2.8M 1.02%
30,682
+7,458
9
$2.76M 1.01%
16,025
-2,101
10
$2.76M 1.01%
84,636
-4,149
11
$2.6M 0.95%
+39,660
12
$2.58M 0.94%
19,925
+776
13
$2.43M 0.88%
85,141
+2,978
14
$2.38M 0.87%
102,220
-35,700
15
$2.37M 0.86%
17,911
+2,784
16
$2.33M 0.85%
16,435
+5,601
17
$2.25M 0.82%
315,286
-7,524
18
$2.25M 0.82%
50,361
+2,718
19
$2.16M 0.79%
44,580
+14,020
20
$2.13M 0.78%
104,828
-7,188
21
$2.1M 0.77%
39,958
-122
22
$2.09M 0.76%
89,669
+8,803
23
$2.08M 0.76%
25,788
-3,332
24
$2.02M 0.74%
134,496
+6,657
25
$1.93M 0.71%
127,657
-742
1
2 3 4 5