Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
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
+$7.27M
2
+$4.84M
3
+$4.79M
4
AVK
Advent Convertible and Income Fund
AVK
+$4.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.33M

Top Sells

1
+$3.19M
2
+$1.72M
3
+$1.58M
4
KR icon
Kroger
KR
+$1.55M
5
SYK icon
Stryker
SYK
+$1.54M

Sector Composition

1 Technology 11.78%
2 Industrials 8.53%
3 Healthcare 7.9%
4 Financials 5.55%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-241,459
552
– –
-54,130
553
– –
-7,050
19 20 21 22
23