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
626
-20,075
627
-6,679
628
-3,493
629
-11,071
630
-2,718
631
-33,676
632
-5,800
633
-24,529
634
-10,101
635
-760
636
-9,266
637
-6,417
638
-78,840
639
-1,426
640
-1,673
641
-14,511
642
-22,434
643
-2,278
644
-17,250
645
-833
646
-2,315
647
-20,035
648
-64,250
649
-9,357
650
-4,291