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
$944M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.7M
3
+$7.19M
4
DIS icon
Walt Disney
DIS
+$4.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.42M

Top Sells

1
+$24.7M
2
+$19.8M
3
+$6.95M
4
ABBV icon
AbbVie
ABBV
+$5.83M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.65M

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
51
$4M 0.42%
162,050
+2,070
52
$3.97M 0.42%
+60,607
53
$3.96M 0.42%
27,992
+4,586
54
$3.9M 0.41%
27,499
+15,795
55
$3.89M 0.41%
102,731
+93,809
56
$3.89M 0.41%
33,349
+12,125
57
$3.85M 0.41%
60,166
-1,278
58
$3.82M 0.4%
124,561
+202
59
$3.8M 0.4%
10,221
+907
60
$3.78M 0.4%
20,016
+2,170
61
$3.77M 0.4%
42,284
-1,100
62
$3.66M 0.39%
78,980
+610
63
$3.61M 0.38%
33,273
+3,255
64
$3.59M 0.38%
49,842
-846
65
$3.57M 0.38%
78,789
+14,220
66
$3.5M 0.37%
9,362
+426
67
$3.46M 0.37%
31,638
+3,118
68
$3.44M 0.36%
25,397
+8,550
69
$3.43M 0.36%
457,331
+3,313
70
$3.34M 0.35%
64,191
-87
71
$3.32M 0.35%
18,077
-139
72
$3.28M 0.35%
37,201
+2,550
73
$3.27M 0.35%
12,166
+9,056
74
$3.22M 0.34%
57,746
+5,991
75
$3.13M 0.33%
68,417
+1,984
1 2
3
4 5