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
376
$471K 0.05%
17,850
-200
377
$470K 0.05%
+4,052
378
$466K 0.05%
17,390
379
$466K 0.05%
11,820
+1,418
380
$465K 0.05%
9,375
-1,500
381
$460K 0.05%
+18,028
382
$459K 0.05%
7,479
-200
383
$457K 0.05%
24,446
-1,619
384
$457K 0.05%
4,432
-1,589
385
$457K 0.05%
6,111
+237
386
$454K 0.05%
+4,706
387
$453K 0.05%
7,946
-806
388
$453K 0.05%
7,117
-566
389
$452K 0.05%
9,288
+278
390
$451K 0.05%
1,739
+51
391
$448K 0.05%
+20,228
392
$447K 0.05%
6,840
+1,981
393
$443K 0.05%
1,379
+192
394
$441K 0.05%
+11,314
395
$437K 0.05%
6,430
+3,230
396
$437K 0.05%
10,037
+25
397
$433K 0.05%
32,621
+544
398
$432K 0.05%
5,775
399
$428K 0.05%
+1,388
400
$428K 0.05%
7,014
-1
14 15
16
17 18