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
101
$2.09M 0.3%
34,451
+13,817
102
$2.08M 0.3%
40,148
+15,220
103
$2.08M 0.3%
8,157
+6,791
104
$1.97M 0.28%
167,592
+87,108
105
$1.96M 0.28%
72,594
+41,720
106
$1.94M 0.28%
78,654
+31,356
107
$1.89M 0.27%
11,609
+6,847
108
$1.89M 0.27%
47,215
+18,385
109
$1.86M 0.26%
+41,527
110
$1.85M 0.26%
33,954
+30,154
111
$1.85M 0.26%
+14,026
112
$1.84M 0.26%
73,848
+23,908
113
$1.83M 0.26%
9,006
+4,432
114
$1.81M 0.26%
+9,680
115
$1.78M 0.25%
7,291
+3,952
116
$1.77M 0.25%
140,119
+57,776
117
$1.76M 0.25%
91,527
+55,032
118
$1.76M 0.25%
20,806
+8,760
119
$1.75M 0.25%
18,551
+2,238
120
$1.75M 0.25%
55,362
+28,064
121
$1.75M 0.25%
10,380
+4,585
122
$1.71M 0.24%
18,891
+15,916
123
$1.7M 0.24%
48,024
+22,764
124
$1.69M 0.24%
14,887
+11,089
125
$1.69M 0.24%
58,090
-52,004
3 4
5
6 7