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
151
$447K 0.22%
26,100
-2,672
152
$447K 0.22%
8,107
-3,902
153
$442K 0.22%
19,188
-4,020
154
$434K 0.22%
6,451
+78
155
$422K 0.21%
2,993
-106
156
$421K 0.21%
4,023
-232
157
$419K 0.21%
35,917
+3,000
158
$416K 0.21%
5,215
-3,760
159
$414K 0.21%
6,794
+124
160
$413K 0.2%
10,180
161
$412K 0.2%
25,010
+1,619
162
$407K 0.2%
4,742
+176
163
$404K 0.2%
13,660
-1,277
164
$404K 0.2%
2,847
+442
165
$401K 0.2%
4,962
+1,491
166
$400K 0.2%
3,352
-110
167
$398K 0.2%
11,442
+5,200
168
$392K 0.19%
7,255
-199
169
$391K 0.19%
20,230
+360
170
$390K 0.19%
40,000
+5,500
171
$388K 0.19%
145,320
-64,040
172
$387K 0.19%
4,817
-3
173
$385K 0.19%
5,154
-619
174
$383K 0.19%
+5,706
175
$379K 0.19%
7,828
-147
5 6
7
8 9