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
76
$812K 0.44%
16,875
+54
77
$810K 0.44%
11,018
-91
78
$809K 0.44%
6,720
+427
79
$807K 0.44%
8,063
+2,027
80
$807K 0.44%
99,612
+89,845
81
$806K 0.44%
76,991
-82,285
82
$797K 0.43%
+94,780
83
$782K 0.43%
58,800
-1,000
84
$760K 0.41%
10,471
+123
85
$757K 0.41%
6,492
-49
86
$756K 0.41%
10,279
+72
87
$747K 0.41%
9,887
+304
88
$736K 0.4%
5,764
+226
89
$731K 0.4%
17,044
-79
90
$728K 0.4%
14,230
-160
91
$720K 0.39%
8,630
+1,462
92
$719K 0.39%
+37,445
93
$693K 0.38%
4,774
+860
94
$686K 0.37%
12,611
+3,080
95
$684K 0.37%
44,100
96
$673K 0.37%
+44,147
97
$665K 0.36%
14,671
+313
98
$663K 0.36%
24,535
+6,089
99
$656K 0.36%
6,648
+1,668
100
$653K 0.36%
+39,443
2 3
4
5 6