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
$183M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.56M
3
+$1.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M
5
STZ icon
Constellation Brands
STZ
+$1.13M

Top Sells

1
+$1.33M
2
+$1.17M
3
+$1.14M
4
NIO
NUVEEN MUNICIPAL OPPORTUNITY FUND INC
NIO
+$1.11M
5
IRC
INLAND REAL ESTATE CORP
IRC
+$1.07M

Sector Composition

1 Healthcare 7.68%
2 Financials 7.2%
3 Technology 6.01%
4 Consumer Staples 5.14%
5 Real Estate 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$974K 0.53%
11,349
-4,266
52
$957K 0.52%
28,635
+294
53
$947K 0.52%
9,780
+1,474
54
$936K 0.51%
18,299
+629
55
$934K 0.51%
7,651
+441
56
$934K 0.51%
+10,528
57
$930K 0.51%
14,892
-372
58
$924K 0.5%
40,000
59
$910K 0.5%
+58,580
60
$909K 0.5%
4,340
+930
61
$907K 0.49%
27,808
-1,600
62
$905K 0.49%
33,581
+11,503
63
$896K 0.49%
41,254
+15,852
64
$883K 0.48%
33,232
+3,165
65
$875K 0.48%
11,541
+689
66
$872K 0.48%
+14,986
67
$870K 0.47%
5,721
+695
68
$870K 0.47%
24,268
-692
69
$868K 0.47%
+9,057
70
$862K 0.47%
8,053
-499
71
$861K 0.47%
33,780
-665
72
$859K 0.47%
+7,557
73
$828K 0.45%
+6,451
74
$821K 0.45%
5,816
-41
75
$819K 0.45%
+7,005
1 2
3
4 5