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
501
$203K 0.03%
+4,455
502
$201K 0.03%
+3,050
503
$201K 0.03%
+1,615
504
$201K 0.03%
+2,280
505
$193K 0.03%
+14,000
506
$171K 0.02%
+10,263
507
$161K 0.02%
+15,292
508
$139K 0.02%
10,160
-11,938
509
$136K 0.02%
+17,310
510
$132K 0.02%
+11,667
511
$131K 0.02%
+22,275
512
$130K 0.02%
+13,800
513
$107K 0.02%
+10,500
514
$105K 0.01%
+10,162
515
$93K 0.01%
+24,915
516
$93K 0.01%
+104
517
$87K 0.01%
+2,975
518
$78K 0.01%
+12,000
519
$60K 0.01%
+18,400
520
$53K 0.01%
+580
521
$49K 0.01%
+13,300
522
$32K ﹤0.01%
+1,260
523
$28K ﹤0.01%
+17,763
524
$21K ﹤0.01%
+458
525
$6K ﹤0.01%
+947
19 20
21
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