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
276
$780K 0.08%
+29,141
277
$772K 0.08%
12,952
-19,885
278
$771K 0.08%
5,461
+246
279
$769K 0.08%
9,793
+4,161
280
$757K 0.08%
1,806
-38
281
$757K 0.08%
+5,032
282
$753K 0.08%
3,469
+1,206
283
$745K 0.08%
3,863
+300
284
$734K 0.08%
9,259
+3,191
285
$733K 0.08%
70,047
+198
286
$730K 0.08%
10,967
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287
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23,856
-2,488
288
$727K 0.08%
14,210
-1,274
289
$724K 0.08%
7,601
+2,481
290
$719K 0.08%
6,616
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291
$719K 0.08%
10,517
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292
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5,046
+1,160
293
$713K 0.08%
+3,270
294
$710K 0.08%
48,074
+16,673
295
$702K 0.07%
57,272
+2,425
296
$700K 0.07%
16,592
+7,147
297
$698K 0.07%
13,902
+624
298
$693K 0.07%
19,266
+9,207
299
$692K 0.07%
22,734
+570
300
$684K 0.07%
8,100
-19
10 11
12
13 14