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
$1.08B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.48M
3
+$5.17M
4
MSFT icon
Microsoft
MSFT
+$4.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Top Sells

1
+$3.43M
2
+$2.54M
3
+$1.76M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.26M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.17M

Sector Composition

1 Technology 12.25%
2 Industrials 4.79%
3 Consumer Staples 4.32%
4 Healthcare 4.15%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$252K 0.02%
613
+33
502
$250K 0.02%
+4,007
503
$249K 0.02%
3,081
-181
504
$248K 0.02%
7,022
+115
505
$245K 0.02%
6,895
-4,009
506
$245K 0.02%
+280
507
$245K 0.02%
457
-144
508
$245K 0.02%
4,177
+24
509
$244K 0.02%
+6,267
510
$244K 0.02%
+460
511
$241K 0.02%
20,790
+7,905
512
$241K 0.02%
4,751
+290
513
$241K 0.02%
5,489
-209
514
$239K 0.02%
+7,533
515
$239K 0.02%
1,183
+154
516
$238K 0.02%
5,207
517
$238K 0.02%
+8,109
518
$238K 0.02%
+1,376
519
$238K 0.02%
1,367
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520
$238K 0.02%
17,490
-361
521
$235K 0.02%
6,181
+301
522
$235K 0.02%
4,705
-198
523
$234K 0.02%
31,200
+11,300
524
$234K 0.02%
5,065
-615
525
$234K 0.02%
5,043
+81
19 20
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