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
126
$521K 0.28%
+4,862
127
$516K 0.28%
35,028
-2,645
128
$507K 0.28%
19,068
-1,115
129
$505K 0.28%
2,397
+1,050
130
$503K 0.27%
+9,156
131
$483K 0.26%
12,072
132
$482K 0.26%
28,300
+700
133
$470K 0.26%
14,077
-300
134
$454K 0.25%
18,267
+1,470
135
$448K 0.24%
3,897
+1,206
136
$443K 0.24%
21,274
-39
137
$442K 0.24%
6,127
+203
138
$441K 0.24%
2,986
+230
139
$440K 0.24%
+5,132
140
$436K 0.24%
2,977
+209
141
$434K 0.24%
+4,329
142
$427K 0.23%
14,923
+1,766
143
$425K 0.23%
6,371
+2
144
$419K 0.23%
17,226
+600
145
$417K 0.23%
+6,354
146
$415K 0.23%
30,708
-372
147
$412K 0.22%
3,891
+878
148
$411K 0.22%
7,812
+1,551
149
$406K 0.22%
7,575
+329
150
$406K 0.22%
15,028
+4,052
4 5
6
7 8