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
$400M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.69M
3
+$1.48M
4
ABT icon
Abbott
ABT
+$1.44M
5
TXN icon
Texas Instruments
TXN
+$1.4M

Top Sells

1
+$985K
2
+$871K
3
+$868K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$832K
5
AGN
Allergan plc
AGN
+$605K

Sector Composition

1 Technology 10.18%
2 Healthcare 8.68%
3 Industrials 8.08%
4 Financials 6.99%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 0.69%
39,644
-623
27
$2.71M 0.68%
25,174
+10,681
28
$2.51M 0.63%
101,454
+24,437
29
$2.48M 0.62%
21,725
+7,309
30
$2.3M 0.58%
45,068
+28,959
31
$2.3M 0.57%
24,988
+4,964
32
$2.28M 0.57%
110,763
+9,315
33
$2.28M 0.57%
26,609
+244
34
$2.27M 0.57%
49,168
+4,056
35
$2.25M 0.56%
14,302
+239
36
$2.15M 0.54%
17,883
+10,397
37
$2.11M 0.53%
294,101
-11,630
38
$2.09M 0.52%
122,848
+6,652
39
$2.09M 0.52%
39,946
+584
40
$2.08M 0.52%
54,940
+11,950
41
$2.07M 0.52%
21,613
+13,210
42
$2.06M 0.52%
51,407
+19,903
43
$2.04M 0.51%
26,529
+203
44
$2.04M 0.51%
19,902
+878
45
$2.02M 0.51%
19,789
+4,462
46
$2.02M 0.5%
228,168
+5,744
47
$2.01M 0.5%
30,738
+441
48
$2.01M 0.5%
12,831
+6,530
49
$2.01M 0.5%
61,373
+6,151
50
$1.96M 0.49%
10,885
+2,005
1
2
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