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
$944M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.7M
3
+$7.19M
4
DIS icon
Walt Disney
DIS
+$4.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.42M

Top Sells

1
+$24.7M
2
+$19.8M
3
+$6.95M
4
ABBV icon
AbbVie
ABBV
+$5.83M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.65M

Sector Composition

1 Technology 11.34%
2 Industrials 5.92%
3 Consumer Discretionary 5.55%
4 Healthcare 5.53%
5 Consumer Staples 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$985K 0.1%
+14,942
227
$985K 0.1%
+4,043
228
$980K 0.1%
28,340
229
$979K 0.1%
11,554
+5,978
230
$976K 0.1%
+56,107
231
$971K 0.1%
4,243
+960
232
$966K 0.1%
5,124
+1,769
233
$966K 0.1%
31,876
+16,025
234
$964K 0.1%
49,134
-548
235
$960K 0.1%
9,498
+1,469
236
$958K 0.1%
5,098
+2,063
237
$951K 0.1%
2,908
+1,461
238
$946K 0.1%
3,896
-905
239
$945K 0.1%
29,415
+9,039
240
$940K 0.1%
14,433
+980
241
$926K 0.1%
14,549
+7,928
242
$923K 0.1%
4,939
+1,862
243
$920K 0.1%
19,206
+414
244
$896K 0.09%
54,351
+1,883
245
$888K 0.09%
20,939
+11,910
246
$876K 0.09%
22,805
-3,139
247
$874K 0.09%
7,736
+2,156
248
$866K 0.09%
5,583
+998
249
$864K 0.09%
5,215
+581
250
$858K 0.09%
13,810
-314
8 9
10
11 12