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
151
$1.45M 0.21%
+14,760
152
$1.41M 0.2%
9,971
+3,203
153
$1.4M 0.2%
26,468
+6,592
154
$1.4M 0.2%
86,100
+33,900
155
$1.39M 0.2%
9,545
+6,534
156
$1.37M 0.19%
28,478
+12,805
157
$1.36M 0.19%
17,276
+6,900
158
$1.32M 0.19%
32,240
+8,750
159
$1.32M 0.19%
+51,010
160
$1.32M 0.19%
+8,837
161
$1.31M 0.19%
9,261
+5,363
162
$1.3M 0.19%
54,109
+36,975
163
$1.29M 0.18%
20,714
+8,792
164
$1.29M 0.18%
20,742
+5,368
165
$1.29M 0.18%
+6,892
166
$1.29M 0.18%
17,154
+6,973
167
$1.27M 0.18%
+13,551
168
$1.26M 0.18%
+13,197
169
$1.25M 0.18%
+24,795
170
$1.22M 0.17%
+1,578
171
$1.22M 0.17%
48,595
+30,025
172
$1.21M 0.17%
32,256
+13,458
173
$1.21M 0.17%
7,398
+3,080
174
$1.2M 0.17%
35,769
+23,425
175
$1.2M 0.17%
59,309
+29,828
5 6
7
8 9