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
101
$676K 0.34%
48,868
+18,722
102
$673K 0.33%
5,834
+1,104
103
$665K 0.33%
28,726
+905
104
$665K 0.33%
14,077
105
$664K 0.33%
23,924
+935
106
$662K 0.33%
19,830
+1,650
107
$650K 0.32%
63,508
+1,597
108
$647K 0.32%
15,605
+33
109
$638K 0.32%
25,917
+2,378
110
$636K 0.32%
17,529
-1,717
111
$633K 0.31%
29,065
+675
112
$630K 0.31%
9,135
-674
113
$630K 0.31%
+22,584
114
$617K 0.31%
4,280
-8,500
115
$606K 0.3%
43,600
+2,000
116
$601K 0.3%
7,268
-400
117
$596K 0.3%
4,446
+126
118
$595K 0.29%
10,614
-196
119
$577K 0.29%
5,702
-279
120
$574K 0.28%
5,517
+13
121
$570K 0.28%
5,467
-336
122
$566K 0.28%
47,701
+773
123
$559K 0.28%
+26,640
124
$550K 0.27%
23,335
+2,595
125
$547K 0.27%
50,150
-27,005
3 4
5
6 7