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
$202M
AUM Growth
+$612K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.14M
3
+$1.03M
4
SCHW icon
Charles Schwab
SCHW
+$914K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$889K

Top Sells

1
+$11.8M
2
+$6.73M
3
+$2.75M
4
SYK icon
Stryker
SYK
+$2.16M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.11M

Sector Composition

1 Financials 8.31%
2 Technology 7.34%
3 Healthcare 6.57%
4 Industrials 4.93%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.53%
70,160
+4,196
52
$1.07M 0.53%
6,994
-2,489
53
$1.06M 0.53%
11,023
-43
54
$1.06M 0.52%
13,306
-3,452
55
$1.05M 0.52%
22,904
+1,208
56
$1.03M 0.51%
10,002
+93
57
$1.03M 0.51%
+36,732
58
$1.02M 0.51%
4,862
-295
59
$1.02M 0.51%
9,315
+1,307
60
$985K 0.49%
37,300
-57,420
61
$957K 0.47%
25,336
+428
62
$936K 0.46%
2,726
-5,020
63
$934K 0.46%
11,836
+8,825
64
$919K 0.46%
9,908
-659
65
$914K 0.45%
+23,149
66
$889K 0.44%
+23,894
67
$863K 0.43%
+34,430
68
$862K 0.43%
48,009
+3,571
69
$859K 0.43%
27,883
-2,378
70
$857K 0.42%
9,804
+237
71
$854K 0.42%
8,673
+2,171
72
$849K 0.42%
15,480
-23,937
73
$843K 0.42%
7,331
-757
74
$842K 0.42%
59,154
+7,873
75
$841K 0.42%
9,831
-1,561
1 2
3
4 5