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
$703M
AUM Growth
+$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$5.2M
3
+$5.15M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.5M
5
AVK
Advent Convertible and Income Fund
AVK
+$4.42M

Top Sells

1
+$3.19M
2
+$1.72M
3
+$1.58M
4
SYK icon
Stryker
SYK
+$1.54M
5
KR icon
Kroger
KR
+$1.51M

Sector Composition

1 Technology 11.78%
2 Industrials 8.53%
3 Healthcare 7.9%
4 Financials 5.47%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$898K 0.13%
+20,412
227
$861K 0.12%
7,633
+3,372
228
$842K 0.12%
4,598
+2,803
229
$835K 0.12%
5,541
+4,021
230
$834K 0.12%
33,188
+8,608
231
$819K 0.12%
10,605
+4,793
232
$818K 0.12%
39,202
+19,706
233
$818K 0.12%
+6,785
234
$817K 0.12%
10,125
-8,283
235
$811K 0.12%
78,092
+30,215
236
$808K 0.12%
18,818
+10,344
237
$804K 0.11%
57,800
+24,000
238
$803K 0.11%
65,235
+39,420
239
$796K 0.11%
7,379
+5,417
240
$794K 0.11%
+10,859
241
$794K 0.11%
7,749
+3,359
242
$787K 0.11%
64,591
+22,605
243
$780K 0.11%
28,340
+13,520
244
$780K 0.11%
+11,556
245
$773K 0.11%
22,369
+9,804
246
$770K 0.11%
13,758
+3,525
247
$767K 0.11%
3,982
-4,050
248
$765K 0.11%
+8,467
249
$762K 0.11%
4,642
+1,018
250
$761K 0.11%
+5,497
8 9
10
11 12