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
26
$4.84M 0.69%
131,325
+49,525
27
$4.58M 0.65%
15,751
+9,488
28
$4.48M 0.64%
115,910
+84,808
29
$4.45M 0.63%
123,598
+51,807
30
$4.42M 0.63%
29,447
+13,512
31
$4.37M 0.62%
184,221
+82,341
32
$4.35M 0.62%
100,537
+84,194
33
$4.34M 0.62%
422,904
+177,856
34
$4.31M 0.61%
45,614
+29,995
35
$4.23M 0.6%
+184,904
36
$4.16M 0.59%
17,281
+8,071
37
$4.16M 0.59%
23,615
+14,476
38
$3.93M 0.56%
25,755
+12,694
39
$3.9M 0.56%
13,338
+8,920
40
$3.9M 0.56%
18,907
+9,300
41
$3.86M 0.55%
95,810
+43,825
42
$3.84M 0.55%
46,130
+31,383
43
$3.83M 0.54%
17,748
+8,296
44
$3.65M 0.52%
42,975
+21,620
45
$3.65M 0.52%
195,426
+73,347
46
$3.64M 0.52%
117,707
+46,833
47
$3.62M 0.51%
41,443
+15,617
48
$3.53M 0.5%
73,934
+31,840
49
$3.43M 0.49%
226,200
+103,930
50
$3.41M 0.49%
179,084
+93,024
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