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
$400M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.69M
3
+$1.48M
4
ABT icon
Abbott
ABT
+$1.44M
5
TXN icon
Texas Instruments
TXN
+$1.4M

Top Sells

1
+$985K
2
+$871K
3
+$868K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$832K
5
AGN
Allergan plc
AGN
+$605K

Sector Composition

1 Technology 10.18%
2 Healthcare 8.68%
3 Industrials 8.08%
4 Financials 6.99%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$218K 0.05%
13,158
-3,323
402
$218K 0.05%
+6,191
403
$216K 0.05%
+3,900
404
$210K 0.05%
+2,798
405
$210K 0.05%
18,800
+750
406
$206K 0.05%
16,453
-2,379
407
$206K 0.05%
10,866
-3,530
408
$206K 0.05%
+2,639
409
$205K 0.05%
7,496
-1,360
410
$205K 0.05%
+7,480
411
$203K 0.05%
+1,436
412
$203K 0.05%
7,376
-840
413
$203K 0.05%
7,540
-1,400
414
– –
-6,076
415
– –
-4,551
416
– –
-15,800
417
– –
-3,000
418
– –
-7,150
419
– –
-84,416
420
– –
-5,540
421
– –
-12,911
422
– –
-1,335
423
– –
-4,252
424
– –
-8,859
425
– –
-18,948
14 15 16
17
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