Koshinski Asset Management Portfolio holdings
AUM
$1.32B
This Quarter Return
+5.92%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$703M
AUM Growth
+$703M
(+115%)
Cap. Flow
+$360M
Cap. Flow
% of AUM
51.21%
Top 10 Holdings %
Top 10 Hldgs %
13.06%
Holding
553
New
189
Increased
320
Reduced
14
Closed
28
Top Buys
| 1 |
Apple
AAPL
|
$7.88M |
| 2 |
Pfizer
PFE
|
$5.2M |
| 3 |
Amazon
AMZN
|
$5.15M |
| 4 |
Johnson & Johnson
JNJ
|
$4.5M |
| 5 |
AVK
Advent Convertible and Income Fund
AVK
|
$4.42M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$3.19M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.72M |
| 3 |
Nuveen Credit Strategies Income Fund
JQC
|
$1.58M |
| 4 |
Stryker
SYK
|
$1.54M |
| 5 |
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% |
