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
326
$500K 0.07%
25,626
+4,496
327
$499K 0.07%
+7,749
328
$497K 0.07%
17,766
+8,091
329
$497K 0.07%
10,452
+4,488
330
$496K 0.07%
+12,900
331
$494K 0.07%
4,267
+2,051
332
$493K 0.07%
4,206
+1,494
333
$493K 0.07%
3,877
+1,759
334
$492K 0.07%
14,650
+5,158
335
$489K 0.07%
9,292
+3,525
336
$487K 0.07%
12,066
+6,436
337
$481K 0.07%
4,516
+934
338
$481K 0.07%
22,646
+12,005
339
$479K 0.07%
4,542
+1,503
340
$475K 0.07%
120
+50
341
$472K 0.07%
6,442
+2,676
342
$466K 0.07%
2,985
-799
343
$463K 0.07%
+22,450
344
$462K 0.07%
+5,086
345
$457K 0.07%
+29,927
346
$456K 0.06%
10,289
+3,403
347
$456K 0.06%
+16,346
348
$454K 0.06%
+11,887
349
$451K 0.06%
16,360
+8,577
350
$451K 0.06%
3,310
+1,524
12 13
14
15 16