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
76
$3.11M 0.33%
41,399
+35,196
77
$3.1M 0.33%
6,790
+39
78
$3.06M 0.32%
62,352
+16,877
79
$3.06M 0.32%
229,080
-12,960
80
$2.99M 0.32%
9,796
+753
81
$2.95M 0.31%
8,292
+723
82
$2.92M 0.31%
23,247
+4,292
83
$2.91M 0.31%
6,115
-85
84
$2.84M 0.3%
50,417
+33,733
85
$2.83M 0.3%
44,038
+2,479
86
$2.82M 0.3%
27,320
+1,300
87
$2.81M 0.3%
34,161
+175
88
$2.79M 0.3%
108,554
+21,272
89
$2.75M 0.29%
40,895
-1,679
90
$2.64M 0.28%
18,246
-11
91
$2.61M 0.28%
138,866
+4,380
92
$2.6M 0.28%
+912,321
93
$2.5M 0.27%
61,750
-2,168
94
$2.48M 0.26%
11,727
+708
95
$2.45M 0.26%
11,188
+15
96
$2.33M 0.25%
68,560
+52,730
97
$2.3M 0.24%
14,380
+2,706
98
$2.17M 0.23%
37,918
+1,948
99
$2.16M 0.23%
6,366
-257
100
$2.16M 0.23%
18,984
+451
2 3
4
5 6