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
101
$2.16M 0.23%
+27,914
102
$2.13M 0.23%
27,429
-2,455
103
$2.12M 0.22%
+24,536
104
$2.12M 0.22%
189,869
-3,238
105
$2.1M 0.22%
9,923
+862
106
$2.07M 0.22%
9,111
-5,341
107
$2.06M 0.22%
8,271
+22
108
$2.05M 0.22%
52,992
+13,627
109
$2.04M 0.22%
46,689
+41,942
110
$2.03M 0.22%
19,640
+900
111
$2.02M 0.21%
92,835
-91,485
112
$2M 0.21%
22,475
-936
113
$2M 0.21%
1,421
+1
114
$1.98M 0.21%
11,790
+222
115
$1.92M 0.2%
13,569
+5,823
116
$1.91M 0.2%
22,960
-494
117
$1.91M 0.2%
14,822
-131
118
$1.91M 0.2%
50,254
-5,188
119
$1.9M 0.2%
18,089
+4,330
120
$1.89M 0.2%
8,424
+2,144
121
$1.89M 0.2%
18,760
-5,334
122
$1.87M 0.2%
36,499
+9,420
123
$1.84M 0.2%
32,253
+4,551
124
$1.84M 0.19%
13,851
+2,089
125
$1.83M 0.19%
282,167
-6,000
3 4
5
6 7