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
76
$2.54M 0.36%
11,338
+7,352
77
$2.52M 0.36%
12,303
+6,113
78
$2.5M 0.36%
41,440
+14,020
79
$2.44M 0.35%
31,257
+16,688
80
$2.43M 0.35%
128,942
+87,839
81
$2.41M 0.34%
23,975
+13,001
82
$2.39M 0.34%
14,266
+8,335
83
$2.36M 0.34%
30,608
+13,360
84
$2.35M 0.33%
+66,426
85
$2.34M 0.33%
+51,798
86
$2.3M 0.33%
21,405
+15,697
87
$2.26M 0.32%
20,896
+5,310
88
$2.25M 0.32%
35,626
+7,515
89
$2.24M 0.32%
76,070
+37,367
90
$2.19M 0.31%
51,956
+21,675
91
$2.19M 0.31%
60,439
+19,805
92
$2.18M 0.31%
69,504
+41,037
93
$2.16M 0.31%
25,839
+21,286
94
$2.14M 0.3%
103,719
+33,440
95
$2.14M 0.3%
55,623
+34,473
96
$2.13M 0.3%
126,600
+82,540
97
$2.1M 0.3%
17,671
+12,794
98
$2.1M 0.3%
41,930
+26,110
99
$2.09M 0.3%
20,991
+6,904
100
$2.09M 0.3%
16,115
+9,272
2 3
4
5 6