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
426
$289K 0.04%
+4,876
427
$289K 0.04%
+7,222
428
$289K 0.04%
+10,300
429
$285K 0.04%
+4,801
430
$284K 0.04%
143
+21
431
$282K 0.04%
11,940
+2,784
432
$281K 0.04%
+22,500
433
$280K 0.04%
+3,945
434
$279K 0.04%
+20,142
435
$274K 0.04%
6,055
+1,673
436
$273K 0.04%
+10,745
437
$272K 0.04%
+23,800
438
$270K 0.04%
+4,436
439
$267K 0.04%
+6,704
440
$266K 0.04%
+7,056
441
$265K 0.04%
+1,738
442
$264K 0.04%
+5,551
443
$262K 0.04%
+6,098
444
$262K 0.04%
2,278
+509
445
$261K 0.04%
+12,291
446
$261K 0.04%
+3,837
447
$260K 0.04%
+3,800
448
$259K 0.04%
+1,524
449
$259K 0.04%
+10,624
450
$259K 0.04%
+6,822
16 17
18
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