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
76
$838K 0.42%
5,235
-330
77
$838K 0.42%
20,579
-348
78
$819K 0.41%
10,879
+1,136
79
$815K 0.4%
13,061
+3,793
80
$811K 0.4%
3,604
+1,333
81
$811K 0.4%
27,168
+160
82
$810K 0.4%
6,653
-407
83
$809K 0.4%
2,575
-4,510
84
$808K 0.4%
10,405
+250
85
$805K 0.4%
9,102
-23,829
86
$795K 0.39%
3,556
-230
87
$786K 0.39%
4,396
-6,025
88
$753K 0.37%
+6,652
89
$747K 0.37%
13,847
-1,695
90
$746K 0.37%
57,600
-1,700
91
$744K 0.37%
1,453
-5,376
92
$743K 0.37%
9,009
-2,135
93
$738K 0.37%
+15,645
94
$725K 0.36%
24,254
+2,084
95
$710K 0.35%
9,967
+78
96
$706K 0.35%
24,612
-11,620
97
$700K 0.35%
8,971
+160
98
$698K 0.35%
7,880
+5,207
99
$693K 0.34%
25,926
+753
100
$688K 0.34%
33,514
+2,776
2 3
4
5 6