Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.6B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
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
+$7.3M
2
+$1.92M
3
+$1.52M
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$1.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M

Top Sells

1
+$1.33M
2
+$1.14M
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
251
$169K 0.09%
12,721
+121
252
$142K 0.08%
+9,813
253
$99K 0.05%
1,217
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254
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