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
276
$661K 0.09%
20,676
+12,387
277
$659K 0.09%
7,145
+4,262
278
$659K 0.09%
7,261
+4,475
279
$658K 0.09%
14,131
+9,375
280
$656K 0.09%
13,066
+7,908
281
$655K 0.09%
17,117
+5,951
282
$653K 0.09%
4,497
+2,103
283
$640K 0.09%
4,935
+3,269
284
$639K 0.09%
4,006
+2,041
285
$637K 0.09%
3,865
+2,633
286
$636K 0.09%
43,593
+10,247
287
$635K 0.09%
14,336
+8,424
288
$634K 0.09%
10,783
-5,236
289
$616K 0.09%
19,516
+7,580
290
$602K 0.09%
13,857
+4,925
291
$602K 0.09%
10,599
+4,339
292
$587K 0.08%
+3,114
293
$585K 0.08%
4,795
-422
294
$585K 0.08%
14,480
+7,921
295
$582K 0.08%
43,842
+19,521
296
$577K 0.08%
+8,322
297
$574K 0.08%
7,041
+4,071
298
$571K 0.08%
5,677
+2,113
299
$566K 0.08%
+11,101
300
$565K 0.08%
+17,387
10 11
12
13 14