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
251
$856K 0.09%
12,906
+8,791
252
$854K 0.09%
1,133
-26,221
253
$852K 0.09%
54,225
+214
254
$851K 0.09%
12,124
-10,306
255
$850K 0.09%
+12,189
256
$845K 0.09%
4,656
+116
257
$844K 0.09%
87,387
-2,165
258
$828K 0.09%
43,837
-4,928
259
$828K 0.09%
9,334
+1,443
260
$825K 0.09%
+13,778
261
$818K 0.09%
7,390
+70
262
$817K 0.09%
+5,090
263
$814K 0.09%
+39,899
264
$814K 0.09%
15,249
+4,962
265
$812K 0.09%
+81,513
266
$808K 0.09%
+23,040
267
$808K 0.09%
14,921
-14,915
268
$804K 0.09%
17,257
-235
269
$802K 0.09%
12,524
+962
270
$801K 0.08%
17,936
-26,477
271
$801K 0.08%
19,259
-8,802
272
$801K 0.08%
13,450
+1,680
273
$800K 0.08%
14,526
+72
274
$788K 0.08%
+9,420
275
$784K 0.08%
8,313
-39
9 10
11
12 13