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
476
$299K 0.03%
6,840
477
$298K 0.03%
6,671
+989
478
$297K 0.03%
+1,064
479
$296K 0.03%
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480
$295K 0.03%
12,734
481
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6,537
+180
482
$293K 0.03%
5,356
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483
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+7,485
484
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14,553
-160
485
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486
$289K 0.03%
18,547
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487
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488
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16,355
489
$287K 0.03%
927
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490
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4,843
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491
$285K 0.03%
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492
$285K 0.03%
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4,561
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495
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19,463
496
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911
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497
$275K 0.03%
20,977
+2,035
498
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+2,376
499
$273K 0.03%
+8,310
500
$271K 0.03%
5,623
-80
18 19
20
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