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
126
$1.68M 0.24%
23,370
+10,557
127
$1.68M 0.24%
17,171
+9,924
128
$1.68M 0.24%
36,104
+14,949
129
$1.67M 0.24%
29,290
+10,914
130
$1.67M 0.24%
4,451
+3,001
131
$1.65M 0.24%
162,369
+20,610
132
$1.62M 0.23%
58,377
+22,436
133
$1.61M 0.23%
22,147
+14,440
134
$1.59M 0.23%
57,816
+27,032
135
$1.59M 0.23%
62,903
+26,428
136
$1.59M 0.23%
107,436
+16,418
137
$1.56M 0.22%
7,024
+3,156
138
$1.56M 0.22%
17,779
+11,755
139
$1.55M 0.22%
28,691
+13,939
140
$1.54M 0.22%
28,498
+16,303
141
$1.53M 0.22%
29,607
+15,737
142
$1.52M 0.22%
13,261
+6,979
143
$1.52M 0.22%
83,700
+35,393
144
$1.51M 0.22%
+14,050
145
$1.51M 0.21%
105,144
+35,798
146
$1.5M 0.21%
31,820
+21,820
147
$1.46M 0.21%
132,114
+61,107
148
$1.46M 0.21%
23,032
+18,805
149
$1.45M 0.21%
30,791
+15,002
150
$1.45M 0.21%
+19,120
4 5
6
7 8