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
176
$347K 0.19%
6,946
-523
177
$346K 0.19%
1,393
-19
178
$338K 0.18%
7,454
+49
179
$337K 0.18%
10,002
+61
180
$336K 0.18%
+14,820
181
$336K 0.18%
4,710
+341
182
$335K 0.18%
+23,778
183
$328K 0.18%
8,344
+251
184
$327K 0.18%
3,418
-87
185
$327K 0.18%
5,169
-1,600
186
$321K 0.18%
2,338
+154
187
$320K 0.17%
+3,754
188
$315K 0.17%
2,423
+284
189
$314K 0.17%
22,091
+991
190
$313K 0.17%
12,775
-500
191
$308K 0.17%
12,557
-2,540
192
$307K 0.17%
4,265
-685
193
$300K 0.16%
10,120
+2,930
194
$300K 0.16%
5,905
+110
195
$297K 0.16%
4,655
+100
196
$297K 0.16%
3,772
+1,400
197
$296K 0.16%
12,580
+4,250
198
$291K 0.16%
8,159
-1,279
199
$290K 0.16%
11,371
200
$286K 0.16%
3,352
+822
6 7
8
9 10