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
301
– –
-4,145
302
– –
-11,601
303
– –
-26,315
304
– –
-13,000
305
– –
-48,216
306
– –
-2,952
307
– –
-1,189
308
– –
-2,304
309
– –
-3,871
310
– –
-5,507
311
– –
-3,137
312
– –
-7,524
313
– –
-707
314
– –
-209
315
– –
-973
316
– –
-11,462
317
– –
-6,691
318
– –
-7,168
319
– –
-3,791
320
– –
-26
321
– –
-14,927
9 10 11 12
13