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
$944M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.72M
3
+$6.84M
4
DIS icon
Walt Disney
DIS
+$4.84M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.46M

Top Sells

1
+$25.6M
2
+$19M
3
+$6.95M
4
ABBV icon
AbbVie
ABBV
+$5.76M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.47M

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
551
$217K 0.02%
4,025
+111
552
$217K 0.02%
22,170
553
$216K 0.02%
+1,330
554
$215K 0.02%
+1,711
555
$214K 0.02%
6,675
+96
556
$214K 0.02%
13,630
557
$214K 0.02%
14,000
-14,000
558
$213K 0.02%
+17,010
559
$212K 0.02%
+3,970
560
$211K 0.02%
+3,452
561
$209K 0.02%
+5,900
562
$209K 0.02%
584
-232
563
$206K 0.02%
+7,058
564
$205K 0.02%
+2,227
565
$202K 0.02%
+4,334
566
$201K 0.02%
+929
567
$201K 0.02%
+6,105
568
$200K 0.02%
+2,697
569
$193K 0.02%
+19,300
570
$186K 0.02%
24,275
+379
571
$179K 0.02%
+13,353
572
$176K 0.02%
25,900
573
$172K 0.02%
+10,855
574
$156K 0.02%
2,669
575
$152K 0.02%
10,191
+191
21 22
23
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