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
$202M
AUM Growth
+$612K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.14M
3
+$1.03M
4
SCHW icon
Charles Schwab
SCHW
+$914K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$889K

Top Sells

1
+$11.8M
2
+$6.73M
3
+$2.75M
4
SYK icon
Stryker
SYK
+$2.16M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.11M

Sector Composition

1 Financials 8.31%
2 Technology 7.34%
3 Healthcare 6.57%
4 Industrials 4.93%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.81%
112,887
-486
27
$1.63M 0.81%
30,148
28
$1.56M 0.77%
95,959
+10,955
29
$1.51M 0.75%
17,681
-713
30
$1.48M 0.73%
44,760
+3,380
31
$1.47M 0.73%
10,072
-1,002
32
$1.42M 0.7%
33,499
+4,770
33
$1.4M 0.69%
12,139
-1,182
34
$1.39M 0.69%
86,736
-909
35
$1.39M 0.69%
145,175
+18,820
36
$1.37M 0.68%
32,637
+9,408
37
$1.28M 0.63%
63,007
+2,851
38
$1.24M 0.62%
40,000
39
$1.24M 0.61%
44,152
+2,740
40
$1.23M 0.61%
24,579
-597
41
$1.22M 0.6%
10,353
+218
42
$1.2M 0.59%
15,762
+1,857
43
$1.16M 0.58%
166,784
-4,080
44
$1.14M 0.57%
16,260
+1,212
45
$1.12M 0.55%
3,026
-5,840
46
$1.12M 0.55%
67,133
+8
47
$1.11M 0.55%
13,218
-2,973
48
$1.11M 0.55%
62,760
+2,080
49
$1.1M 0.55%
17,786
-1,267
50
$1.09M 0.54%
35,953
-839
1
2
3 4 5