Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.6B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
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
– –
-24,529
627
– –
-10,101
628
– –
-760
629
– –
-9,266
630
– –
-6,417
631
– –
-78,840
632
– –
-1,426
633
– –
-1,673
634
– –
-14,511
635
– –
-22,434
636
– –
-2,278
637
– –
-14,564
638
– –
-8,536
639
– –
-36,866
640
– –
-33,074
641
– –
-201,658
642
– –
-6,175
643
– –
-18,750
644
– –
-17,250
645
– –
-833
646
– –
-2,315
647
– –
-20,035
648
– –
-64,250
649
– –
-9,357
650
– –
-4,291
23 24 25
26
27