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
26
$6.66M 0.71%
45,268
-38,440
27
$6.54M 0.69%
28,227
+8,606
28
$6.38M 0.68%
129,934
-4,640
29
$6.17M 0.65%
106,186
+10,838
30
$5.93M 0.63%
28,685
-316
31
$5.87M 0.62%
166,042
+71,805
32
$5.85M 0.62%
234,732
+67,720
33
$5.63M 0.6%
21,907
+617
34
$4.89M 0.52%
21,960
+813
35
$4.88M 0.52%
155,894
+140,636
36
$4.67M 0.49%
42,667
+40,066
37
$4.47M 0.47%
27,768
-716
38
$4.45M 0.47%
32,827
+2,550
39
$4.38M 0.46%
191,538
+32,933
40
$4.37M 0.46%
84,025
-6,095
41
$4.28M 0.45%
46,023
-1,341
42
$4.26M 0.45%
35,529
+17
43
$4.26M 0.45%
+48,844
44
$4.25M 0.45%
44,662
+4,250
45
$4.23M 0.45%
156,610
+1,110
46
$4.19M 0.44%
+41,120
47
$4.18M 0.44%
91,969
+84,322
48
$4.11M 0.44%
255,042
-8,250
49
$4.01M 0.42%
30,169
+3,020
50
$4M 0.42%
77,375
+10,011
1
2
3 4 5