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
$703M
AUM Growth
+$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$5.2M
3
+$5.15M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.5M
5
AVK
Advent Convertible and Income Fund
AVK
+$4.42M

Top Sells

1
+$3.19M
2
+$1.72M
3
+$1.58M
4
SYK icon
Stryker
SYK
+$1.54M
5
KR icon
Kroger
KR
+$1.51M

Sector Composition

1 Technology 11.78%
2 Industrials 8.53%
3 Healthcare 7.9%
4 Financials 5.47%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.35M 0.48%
503,921
+203,566
52
$3.35M 0.48%
199,902
+120,084
53
$3.35M 0.48%
70,822
+32,582
54
$3.16M 0.45%
15,291
+9,198
55
$3.1M 0.44%
20,652
+7,225
56
$3.08M 0.44%
25,204
+11,848
57
$3.03M 0.43%
12,906
+6,093
58
$2.97M 0.42%
422,120
+198,160
59
$2.96M 0.42%
26,450
+21,022
60
$2.94M 0.42%
37,549
+20,205
61
$2.94M 0.42%
229,304
+93,988
62
$2.93M 0.42%
39,992
+31,590
63
$2.88M 0.41%
17,885
+8,580
64
$2.83M 0.4%
133,534
+47,689
65
$2.82M 0.4%
25,490
+9,756
66
$2.82M 0.4%
18,840
+8,237
67
$2.77M 0.39%
33,679
+15,810
68
$2.69M 0.38%
55,290
+34,077
69
$2.66M 0.38%
17,031
+7,748
70
$2.65M 0.38%
282,611
+123,870
71
$2.63M 0.37%
65,195
+29,203
72
$2.6M 0.37%
27,522
+13,177
73
$2.6M 0.37%
178,457
+66,915
74
$2.58M 0.37%
43,303
+16,025
75
$2.57M 0.37%
23,790
+12,645
1 2
3
4 5