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
601
$23.5K ﹤0.01%
32,940
+3,900
602
$18.3K ﹤0.01%
943
-144
603
$8.62K ﹤0.01%
11,510
-570
604
– –
-1,579
605
– –
-852
606
– –
-20,000
607
– –
-7,641
608
– –
-50,000
609
– –
-11,365
610
– –
-13,914
611
– –
-2,756
612
– –
-2,820
613
– –
-934
614
– –
-1,668
615
– –
-2,887
616
– –
-1,228
617
– –
-1,977
618
– –
-3,538
619
– –
-1,556
620
– –
-2,102
621
– –
-2,144
622
– –
-12,557
623
– –
-10,605
624
– –
-1,184
625
– –
-6,306
23 24
25
26 27