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
401
$424K 0.04%
5,554
+3
402
$418K 0.04%
11,490
-1,481
403
$418K 0.04%
+15,758
404
$417K 0.04%
39,008
405
$417K 0.04%
9,863
+399
406
$411K 0.04%
7,422
-536
407
$409K 0.04%
+2,380
408
$407K 0.04%
+6,324
409
$406K 0.04%
7,773
-1,105
410
$403K 0.04%
5,929
-682
411
$392K 0.04%
6,069
-3,041
412
$390K 0.04%
2,590
+30
413
$390K 0.04%
+5,900
414
$386K 0.04%
+28,800
415
$383K 0.04%
4,585
-111
416
$383K 0.04%
+15,500
417
$378K 0.04%
1,810
418
$376K 0.04%
12,675
-2,140
419
$374K 0.04%
6,548
420
$373K 0.04%
3,585
+261
421
$373K 0.04%
+2,092
422
$371K 0.04%
8,881
-41
423
$370K 0.04%
2,848
-12
424
$366K 0.04%
15,309
+3,334
425
$365K 0.04%
1,809
-89
15 16
17
18 19