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
301
$563K 0.08%
17,444
+9,905
302
$563K 0.08%
16,765
+7,953
303
$562K 0.08%
4,405
+1,863
304
$562K 0.08%
+46,762
305
$560K 0.08%
41,900
+18,650
306
$554K 0.08%
5,271
+2,451
307
$553K 0.08%
+10,105
308
$547K 0.08%
19,630
+11,940
309
$540K 0.08%
5,083
+2,376
310
$533K 0.08%
+57,584
311
$526K 0.07%
21,861
+10,942
312
$525K 0.07%
+5,675
313
$525K 0.07%
12,235
+3,500
314
$523K 0.07%
45,300
+24,300
315
$521K 0.07%
+7,000
316
$519K 0.07%
26,174
+9,404
317
$516K 0.07%
11,662
+2,820
318
$514K 0.07%
+4,188
319
$513K 0.07%
+16,674
320
$512K 0.07%
+15,036
321
$507K 0.07%
4,987
+2,192
322
$507K 0.07%
19,975
+9,010
323
$506K 0.07%
3,818
+1,727
324
$504K 0.07%
+9,475
325
$502K 0.07%
4,540
-2,184
11 12
13
14 15