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
501
$270K 0.03%
8,910
502
$270K 0.03%
16,860
+2,088
503
$269K 0.03%
10,226
+170
504
$268K 0.03%
40,193
+859
505
$267K 0.03%
3,060
+700
506
$267K 0.03%
17,043
-152
507
$267K 0.03%
+3,178
508
$265K 0.03%
949
+18
509
$265K 0.03%
7,288
-616
510
$263K 0.03%
+3,672
511
$260K 0.03%
849
-141
512
$259K 0.03%
6,910
513
$259K 0.03%
19,300
+500
514
$257K 0.03%
3,940
+950
515
$256K 0.03%
+4,403
516
$255K 0.03%
7,412
+2,274
517
$255K 0.03%
1,087
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518
$254K 0.03%
4,520
519
$251K 0.03%
+11,055
520
$245K 0.03%
+1,670
521
$245K 0.03%
+2,744
522
$244K 0.03%
+7,841
523
$244K 0.03%
+2,270
524
$243K 0.03%
+5,384
525
$242K 0.03%
14,740
-600
19 20
21
22 23