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
251
$229K 0.11%
4,655
-222
252
$228K 0.11%
5,941
-233
253
$228K 0.11%
7,845
+1,038
254
$227K 0.11%
41,200
-18,500
255
$226K 0.11%
11,802
+328
256
$226K 0.11%
3,344
-2,089
257
$226K 0.11%
17,000
258
$222K 0.11%
5,340
-2,385
259
$222K 0.11%
10,710
-3,662
260
$221K 0.11%
+24,474
261
$221K 0.11%
2,577
-154
262
$220K 0.11%
3,082
+195
263
$219K 0.11%
5,706
-2,071
264
$218K 0.11%
+4,407
265
$218K 0.11%
+2,969
266
$217K 0.11%
+185
267
$216K 0.11%
3,000
-23
268
$216K 0.11%
+6,850
269
$216K 0.11%
+4,294
270
$216K 0.11%
2,450
-63
271
$215K 0.11%
16,327
+300
272
$214K 0.11%
1,751
+2
273
$213K 0.11%
2,729
-806
274
$213K 0.11%
+3,800
275
$213K 0.11%
3,828
+86
9 10
11
12 13