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
401
$341K 0.05%
3,941
+894
402
$340K 0.05%
6,553
+1,994
403
$333K 0.05%
+1,049
404
$330K 0.05%
+6,350
405
$327K 0.05%
+6,920
406
$324K 0.05%
+7,810
407
$319K 0.05%
+6,666
408
$314K 0.04%
+8,141
409
$313K 0.04%
+6,818
410
$311K 0.04%
+13,260
411
$311K 0.04%
+7,227
412
$310K 0.04%
+9,019
413
$309K 0.04%
+6,055
414
$307K 0.04%
+1,540
415
$307K 0.04%
+19,896
416
$305K 0.04%
21,288
+4,555
417
$302K 0.04%
+6,755
418
$301K 0.04%
+2,115
419
$296K 0.04%
+4,175
420
$296K 0.04%
+5,607
421
$295K 0.04%
+29,511
422
$294K 0.04%
+6,114
423
$292K 0.04%
5,126
+978
424
$292K 0.04%
+2,473
425
$291K 0.04%
+6,886
15 16
17
18 19