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
451
$259K 0.04%
+4,752
452
$259K 0.04%
+4,093
453
$258K 0.04%
+8,874
454
$257K 0.04%
+8,439
455
$256K 0.04%
+13,473
456
$254K 0.04%
+3,480
457
$253K 0.04%
6,418
-22,532
458
$252K 0.04%
+714
459
$252K 0.04%
+1,370
460
$250K 0.04%
+14,145
461
$247K 0.04%
+2,948
462
$247K 0.04%
+13,447
463
$246K 0.04%
+9,343
464
$244K 0.03%
3,057
-768
465
$244K 0.03%
+6,371
466
$244K 0.03%
+1,204
467
$242K 0.03%
+3,284
468
$242K 0.03%
+2,573
469
$240K 0.03%
+3,779
470
$239K 0.03%
+4,468
471
$238K 0.03%
5,364
+705
472
$237K 0.03%
+4,076
473
$236K 0.03%
+1,667
474
$235K 0.03%
+1,389
475
$235K 0.03%
7,055
+555
17 18
19
20 21