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
301
$684K 0.07%
3,868
-64
302
$683K 0.07%
2,465
+101
303
$678K 0.07%
20,910
+4
304
$673K 0.07%
+2,388
305
$673K 0.07%
18,261
+10,784
306
$667K 0.07%
3,103
+675
307
$664K 0.07%
+2,359
308
$664K 0.07%
8,012
+1,722
309
$650K 0.07%
+19,444
310
$642K 0.07%
+23,475
311
$635K 0.07%
7,458
-2,885
312
$635K 0.07%
2,795
-1,074
313
$632K 0.07%
+2,534
314
$626K 0.07%
12,263
+1,102
315
$622K 0.07%
16,279
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316
$615K 0.07%
1,804
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317
$614K 0.07%
59,564
-2,442
318
$613K 0.06%
25,120
319
$613K 0.06%
6,252
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320
$611K 0.06%
16,822
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321
$609K 0.06%
15,551
+4,614
322
$608K 0.06%
20,619
+205
323
$606K 0.06%
+19,985
324
$603K 0.06%
2,481
-1,505
325
$597K 0.06%
1,807
+237
11 12
13
14 15