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
476
$235K 0.03%
+7,100
477
$234K 0.03%
+4,475
478
$234K 0.03%
+6,460
479
$231K 0.03%
+3,719
480
$231K 0.03%
+2,771
481
$229K 0.03%
+86,764
482
$226K 0.03%
+2,937
483
$226K 0.03%
+11,824
484
$226K 0.03%
+3,800
485
$222K 0.03%
+5,475
486
$220K 0.03%
+2,932
487
$219K 0.03%
+3,599
488
$219K 0.03%
+2,394
489
$217K 0.03%
+2,732
490
$216K 0.03%
+3,467
491
$216K 0.03%
+6,194
492
$215K 0.03%
+5,306
493
$214K 0.03%
+2,876
494
$214K 0.03%
+979
495
$213K 0.03%
+5,918
496
$208K 0.03%
+8,045
497
$207K 0.03%
+14,905
498
$205K 0.03%
+11,064
499
$204K 0.03%
+3,097
500
$204K 0.03%
+1,802
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