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
$183M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.56M
3
+$1.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M
5
STZ icon
Constellation Brands
STZ
+$1.13M

Top Sells

1
+$1.33M
2
+$1.17M
3
+$1.14M
4
NIO
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
+$1.11M
5
IRC
INLAND REAL ESTATE CORP
IRC
+$1.07M

Sector Composition

1 Healthcare 7.68%
2 Financials 7.2%
3 Technology 6.01%
4 Consumer Staples 5.14%
5 Real Estate 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.83%
17,971
+3,709
27
$1.5M 0.82%
24,224
+428
28
$1.48M 0.81%
19,783
+2,138
29
$1.46M 0.8%
105,609
+7,077
30
$1.38M 0.75%
30,148
+1,800
31
$1.35M 0.74%
+83,289
32
$1.35M 0.74%
16,632
+1,626
33
$1.32M 0.72%
121,608
+149
34
$1.26M 0.69%
84,135
+372
35
$1.21M 0.66%
+40,535
36
$1.2M 0.66%
11,469
+3,547
37
$1.17M 0.64%
20,198
-954
38
$1.15M 0.63%
67,964
-13,092
39
$1.1M 0.6%
25,249
+1,750
40
$1.09M 0.59%
67,620
-5,547
41
$1.06M 0.58%
13,485
-470
42
$1.05M 0.57%
36,566
+252
43
$1.04M 0.57%
159,336
-1,504
44
$1.04M 0.57%
45,945
-8,986
45
$1.04M 0.57%
+6,461
46
$1.03M 0.56%
14,795
+357
47
$1.02M 0.56%
+8,499
48
$1.01M 0.55%
24,121
-27,763
49
$994K 0.54%
39,328
+2,652
50
$979K 0.53%
9,644
+57
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