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
451
$340K 0.04%
2,422
+370
452
$335K 0.04%
4,154
453
$331K 0.04%
11,464
-2,723
454
$329K 0.03%
16,567
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455
$328K 0.03%
+3,536
456
$326K 0.03%
3,818
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457
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7,462
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458
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459
$323K 0.03%
14,668
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460
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461
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462
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463
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464
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4,149
-5,445
465
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466
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470
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4,114
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471
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+5,357
473
$301K 0.03%
10,889
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474
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+3,583
475
$300K 0.03%
5,727
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17 18
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