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
126
$544K 0.27%
48,870
-1,230
127
$540K 0.27%
3,616
+234
128
$530K 0.26%
23,058
+1,739
129
$530K 0.26%
10,044
-400
130
$527K 0.26%
8,411
-1,689
131
$526K 0.26%
13,620
+1,600
132
$525K 0.26%
20,840
-6,850
133
$523K 0.26%
35,049
+282
134
$520K 0.26%
4,747
-659
135
$508K 0.25%
6,364
+301
136
$507K 0.25%
7,773
+139
137
$504K 0.25%
4,253
+452
138
$501K 0.25%
+27,000
139
$491K 0.24%
25,736
-735
140
$488K 0.24%
10,188
-1,845
141
$480K 0.24%
7,931
+78
142
$477K 0.24%
+31,560
143
$472K 0.23%
5,944
+956
144
$462K 0.23%
16,216
+7,962
145
$462K 0.23%
8,995
-210
146
$461K 0.23%
4,155
+271
147
$456K 0.23%
12,805
+130
148
$456K 0.23%
4,091
-350
149
$450K 0.22%
4,361
-60
150
$448K 0.22%
6,303
-234
4 5
6
7 8