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
526
$237K 0.03%
+4,805
527
$236K 0.03%
30,909
+509
528
$235K 0.02%
+726
529
$232K 0.02%
20,232
+232
530
$230K 0.02%
+1,221
531
$229K 0.02%
+5,144
532
$227K 0.02%
+7,273
533
$227K 0.02%
1,731
-1,586
534
$227K 0.02%
6,742
-666
535
$227K 0.02%
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536
$227K 0.02%
+4,415
537
$225K 0.02%
8,675
538
$224K 0.02%
6,570
-600
539
$224K 0.02%
+1,099
540
$224K 0.02%
5,240
541
$222K 0.02%
+3,717
542
$221K 0.02%
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543
$221K 0.02%
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544
$221K 0.02%
9,982
-21,419
545
$220K 0.02%
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546
$219K 0.02%
463
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547
$218K 0.02%
+1,884
548
$218K 0.02%
+2,518
549
$218K 0.02%
878
-275
550
$217K 0.02%
5,602
+8
20 21
22
23 24