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
151
$1.54M 0.16%
5,814
+320
152
$1.54M 0.16%
22,343
-235
153
$1.54M 0.16%
33,770
+21,815
154
$1.53M 0.16%
48,199
-593
155
$1.53M 0.16%
12,441
-226
156
$1.52M 0.16%
15,400
-1,869
157
$1.49M 0.16%
4,023
+1,131
158
$1.48M 0.16%
5,035
-4,729
159
$1.48M 0.16%
87,387
+1,196
160
$1.46M 0.16%
57,992
-1,600
161
$1.44M 0.15%
63,270
+35,000
162
$1.44M 0.15%
20,674
+164
163
$1.43M 0.15%
68,872
-151
164
$1.42M 0.15%
12,871
-491
165
$1.4M 0.15%
7,380
+323
166
$1.4M 0.15%
+7,058
167
$1.38M 0.15%
68,291
+36,501
168
$1.38M 0.15%
12,642
+429
169
$1.36M 0.14%
50,512
+216
170
$1.35M 0.14%
+25,895
171
$1.33M 0.14%
11,285
-170
172
$1.32M 0.14%
26,319
+1,071
173
$1.3M 0.14%
3,677
+1,205
174
$1.29M 0.14%
50,116
-6,319
175
$1.28M 0.14%
6,789
5 6
7
8 9