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
126
$1.82M 0.19%
16,806
+1,223
127
$1.81M 0.19%
13,066
-20,822
128
$1.8M 0.19%
60,869
-2,741
129
$1.8M 0.19%
35,806
+8,066
130
$1.79M 0.19%
17,559
-12,689
131
$1.78M 0.19%
7,503
+293
132
$1.77M 0.19%
26,692
-26,266
133
$1.77M 0.19%
33,591
+1,157
134
$1.76M 0.19%
62,358
-4,416
135
$1.75M 0.19%
28,281
136
$1.75M 0.19%
34,675
-325
137
$1.71M 0.18%
20,965
-837
138
$1.7M 0.18%
18,696
+557
139
$1.67M 0.18%
22,121
+4,730
140
$1.67M 0.18%
+23,600
141
$1.66M 0.18%
3,186
+76
142
$1.65M 0.18%
40,500
-1,243
143
$1.63M 0.17%
25,835
-21,037
144
$1.62M 0.17%
11,431
-340
145
$1.61M 0.17%
24,664
-3,924
146
$1.59M 0.17%
38,629
-2,950
147
$1.59M 0.17%
6,228
+131
148
$1.58M 0.17%
19,350
+1,415
149
$1.57M 0.17%
43,333
+6,274
150
$1.56M 0.17%
28,979
-1,285
4 5
6
7 8