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
351
$529K 0.06%
9,071
-378
352
$527K 0.06%
10,763
+149
353
$524K 0.06%
7,139
354
$523K 0.06%
+9,750
355
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+4,098
356
$521K 0.06%
7,652
357
$520K 0.06%
+25,810
358
$518K 0.05%
5,619
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359
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+3,443
360
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34,935
-162
361
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11,552
362
$514K 0.05%
7,525
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363
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+5,134
364
$509K 0.05%
+6,911
365
$508K 0.05%
10,071
-143
366
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15,236
-2,049
367
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368
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369
$494K 0.05%
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370
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2,146
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371
$487K 0.05%
6,995
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372
$487K 0.05%
+4,751
373
$485K 0.05%
5,857
+3,018
374
$482K 0.05%
4,950
-8,350
375
$476K 0.05%
101
-3
13 14
15
16 17