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
276
$212K 0.11%
+3,106
277
$211K 0.1%
4,900
-700
278
$205K 0.1%
16,898
-2,957
279
$205K 0.1%
10,936
+1,062
280
$202K 0.1%
+2,350
281
$202K 0.1%
+2,339
282
$199K 0.1%
10,200
283
$190K 0.09%
10,000
284
$124K 0.06%
7,037
-1,992
285
– –
-8,196
286
– –
-11,867
287
– –
-21,225
288
– –
-4,755
289
– –
-4,468
290
– –
-5,400
291
– –
-8,177
292
– –
-3,500
293
– –
-14,787
294
– –
-16,275
295
– –
-8,259
296
– –
-40,737
297
– –
-5,670
298
– –
-29,759
299
– –
-2,564
300
– –
-13,396
9 10 11
12
13