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
376
$383K 0.05%
5,915
+387
377
$382K 0.05%
+6,208
378
$381K 0.05%
39,808
+2,500
379
$381K 0.05%
21,760
+11,022
380
$372K 0.05%
5,343
+1,420
381
$366K 0.05%
4,734
+1,500
382
$362K 0.05%
5,624
+2,018
383
$362K 0.05%
+4,400
384
$361K 0.05%
+20,210
385
$358K 0.05%
+8,532
386
$358K 0.05%
+14,837
387
$357K 0.05%
19,375
+10,280
388
$356K 0.05%
+8,352
389
$355K 0.05%
+10,989
390
$355K 0.05%
18,264
+8,000
391
$354K 0.05%
+7,217
392
$353K 0.05%
+2,045
393
$350K 0.05%
26,375
+9,835
394
$349K 0.05%
+7,184
395
$347K 0.05%
+5,105
396
$347K 0.05%
+28,310
397
$345K 0.05%
+21,911
398
$345K 0.05%
4,576
-1,319
399
$344K 0.05%
+3,477
400
$342K 0.05%
+5,307
14 15
16
17 18