Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.48M
3
+$5.17M
4
MSFT icon
Microsoft
MSFT
+$4.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Top Sells

1
+$3.43M
2
+$2.54M
3
+$1.76M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.26M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.17M

Sector Composition

1 Technology 12.25%
2 Industrials 4.79%
3 Consumer Staples 4.32%
4 Healthcare 4.15%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$606K 0.06%
+11,388
302
$606K 0.06%
4,800
+692
303
$600K 0.06%
6,237
+85
304
$598K 0.06%
3,030
-279
305
$598K 0.06%
10,314
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306
$597K 0.06%
16,554
-9,163
307
$595K 0.06%
14,251
+1,160
308
$594K 0.06%
9,062
+683
309
$593K 0.05%
3,235
-461
310
$584K 0.05%
898
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311
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3,848
+187
312
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+2,736
313
$564K 0.05%
7,370
+3,727
314
$563K 0.05%
10,935
+3,040
315
$560K 0.05%
1,426
-2,977
316
$555K 0.05%
9,043
-173
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24,186
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318
$551K 0.05%
12,081
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319
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9,192
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320
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11,064
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321
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44,450
-17,097
322
$549K 0.05%
2,439
-82
323
$544K 0.05%
1,497
+772
324
$535K 0.05%
5,300
-582
325
$532K 0.05%
6,335
-908
11 12
13
14 15