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
151
$403K 0.22%
12,943
+6,259
152
$400K 0.22%
4,944
-185
153
$397K 0.22%
8,213
+51
154
$394K 0.21%
29,062
+544
155
$392K 0.21%
+11,340
156
$384K 0.21%
+10,720
157
$383K 0.21%
7,073
+218
158
$382K 0.21%
36,917
+1,732
159
$382K 0.21%
10,444
+3,776
160
$378K 0.21%
+4,291
161
$375K 0.2%
3,503
+164
162
$373K 0.2%
34,500
163
$365K 0.2%
4,902
-499
164
$363K 0.2%
+3,518
165
$362K 0.2%
20,392
+1,061
166
$359K 0.2%
+2,924
167
$358K 0.2%
+16,827
168
$357K 0.19%
3,167
+1,229
169
$357K 0.19%
+4,628
170
$357K 0.19%
+10,160
171
$357K 0.19%
17,399
+1,867
172
$353K 0.19%
9,400
173
$352K 0.19%
2,592
-635
174
$351K 0.19%
17,440
+95
175
$348K 0.19%
7,710
+3
5 6
7
8 9