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
$202M
AUM Growth
+$612K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.14M
3
+$1.03M
4
SCHW icon
Charles Schwab
SCHW
+$914K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$889K

Top Sells

1
+$11.8M
2
+$6.73M
3
+$2.75M
4
SYK icon
Stryker
SYK
+$2.16M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.11M

Sector Composition

1 Financials 8.31%
2 Technology 7.34%
3 Healthcare 6.57%
4 Industrials 4.93%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$278K 0.14%
+3,575
227
$272K 0.13%
+2,319
228
$272K 0.13%
6,816
-386
229
$263K 0.13%
3,231
-59
230
$262K 0.13%
+3,024
231
$260K 0.13%
+5,502
232
$258K 0.13%
9,529
+1,052
233
$256K 0.13%
5,245
+1
234
$256K 0.13%
+4,381
235
$255K 0.13%
2,317
+248
236
$253K 0.13%
3,440
-410
237
$250K 0.12%
1,547
-385
238
$249K 0.12%
183,064
+6,700
239
$246K 0.12%
1,821
-1,038
240
$245K 0.12%
+2,916
241
$243K 0.12%
5,914
-300
242
$242K 0.12%
16,536
-3,647
243
$238K 0.12%
4,150
+48
244
$237K 0.12%
2,070
+195
245
$235K 0.12%
+4,499
246
$234K 0.12%
+4,829
247
$233K 0.12%
10,547
-1,935
248
$232K 0.12%
+4,014
249
$231K 0.11%
11,410
250
$230K 0.11%
+2,236
8 9
10
11 12