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
351
$450K 0.06%
+1,140
352
$449K 0.06%
1,590
+546
353
$444K 0.06%
10,600
+5,548
354
$441K 0.06%
+5,601
355
$437K 0.06%
+7,530
356
$437K 0.06%
12,926
+6,468
357
$433K 0.06%
26,505
+13,500
358
$431K 0.06%
+7,800
359
$430K 0.06%
+13,035
360
$424K 0.06%
7,700
+3,383
361
$421K 0.06%
+5,456
362
$418K 0.06%
8,660
+2,233
363
$410K 0.06%
11,488
+5,686
364
$408K 0.06%
+9,460
365
$404K 0.06%
+5,281
366
$404K 0.06%
6,032
+1,696
367
$403K 0.06%
10,288
368
$401K 0.06%
1,179
+339
369
$400K 0.06%
6,455
+1,672
370
$396K 0.06%
4,949
-307
371
$396K 0.06%
+13,795
372
$392K 0.06%
12,004
-2,415
373
$391K 0.06%
6,988
+1,086
374
$390K 0.06%
6,327
+2,112
375
$388K 0.06%
+11,658
13 14
15
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