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
101
$653K 0.36%
+9,565
102
$652K 0.36%
21,850
+1,365
103
$651K 0.36%
7,814
-49
104
$648K 0.35%
61,061
+3,850
105
$631K 0.34%
+4,986
106
$628K 0.34%
10,139
+2,178
107
$619K 0.34%
26,828
+448
108
$617K 0.34%
26,866
-251
109
$615K 0.34%
12,988
+2,761
110
$605K 0.33%
23,736
-284
111
$602K 0.33%
+22,440
112
$592K 0.32%
18,052
-2,286
113
$580K 0.32%
27,565
-1,110
114
$571K 0.31%
24,270
+3,875
115
$560K 0.31%
25,043
+307
116
$559K 0.3%
47,631
+590
117
$557K 0.3%
5,691
+234
118
$549K 0.3%
8,788
-130
119
$544K 0.3%
5,886
+169
120
$541K 0.3%
6,681
+527
121
$541K 0.3%
30,305
122
$540K 0.29%
55,200
-21,146
123
$539K 0.29%
+11,542
124
$527K 0.29%
6,653
-526
125
$526K 0.29%
4,747
-26
3 4
5
6 7