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
251
$759K 0.11%
8,681
+6,191
252
$758K 0.11%
9,668
+2,497
253
$753K 0.11%
23,612
+12,040
254
$748K 0.11%
+2,210
255
$737K 0.1%
8,230
+2,366
256
$734K 0.1%
17,225
-6,388
257
$731K 0.1%
23,130
+7,922
258
$730K 0.1%
28,411
+811
259
$720K 0.1%
14,345
+4,522
260
$717K 0.1%
8,447
+4,546
261
$715K 0.1%
30,851
+15,377
262
$711K 0.1%
6,252
+1,471
263
$706K 0.1%
13,047
+6,758
264
$703K 0.1%
+6,698
265
$699K 0.1%
28,204
+13,864
266
$697K 0.1%
16,824
+5,421
267
$695K 0.1%
9,628
+3,547
268
$689K 0.1%
40,101
+15,502
269
$689K 0.1%
15,320
+7,460
270
$684K 0.1%
+3,787
271
$681K 0.1%
7,156
+1,779
272
$676K 0.1%
11,664
+6,258
273
$666K 0.09%
52,102
+17,129
274
$663K 0.09%
32,000
+16,500
275
$663K 0.09%
5,657
+1,731
9 10
11
12 13