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
426
$365K 0.04%
12,958
+258
427
$364K 0.04%
11,207
+199
428
$364K 0.04%
22,650
429
$362K 0.04%
8,214
430
$362K 0.04%
+9,268
431
$361K 0.04%
4,579
-757
432
$360K 0.04%
7,135
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433
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434
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2,394
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435
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3,019
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436
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4,525
-7,724
437
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14,583
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438
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439
$355K 0.04%
2,459
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440
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441
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442
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443
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444
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446
$347K 0.04%
+3,104
447
$344K 0.04%
16,633
-38
448
$344K 0.04%
23,200
+1,077
449
$343K 0.04%
12,561
450
$340K 0.04%
146
+5
16 17
18
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