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
$183M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.56M
3
+$1.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M
5
STZ icon
Constellation Brands
STZ
+$1.13M

Top Sells

1
+$1.33M
2
+$1.17M
3
+$1.14M
4
NIO
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
+$1.11M
5
IRC
INLAND REAL ESTATE CORP
IRC
+$1.07M

Sector Composition

1 Healthcare 7.68%
2 Financials 7.2%
3 Technology 6.01%
4 Consumer Staples 5.14%
5 Real Estate 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$240K 0.13%
+204,480
227
$236K 0.13%
3,023
-706
228
$236K 0.13%
+12,591
229
$235K 0.13%
16,800
+1,497
230
$232K 0.13%
18,472
+3,166
231
$229K 0.12%
+5,440
232
$227K 0.12%
4,237
+309
233
$227K 0.12%
9,140
-3,809
234
$224K 0.12%
+3,251
235
$222K 0.12%
11,610
-325
236
$221K 0.12%
5,549
+3
237
$218K 0.12%
+7,772
238
$217K 0.12%
11,242
+299
239
$214K 0.12%
+20,125
240
$212K 0.12%
2,434
-99
241
$209K 0.11%
2,011
-98
242
$208K 0.11%
20,825
-5,420
243
$206K 0.11%
+3,606
244
$205K 0.11%
+1,401
245
$204K 0.11%
3,794
-192
246
$202K 0.11%
4,605
-375
247
$200K 0.11%
+9,399
248
$200K 0.11%
+1,619
249
$193K 0.11%
10,000
250
$169K 0.09%
12,721
+121
8 9
10
11 12