Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
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
176
$376K 0.19%
12,838
-730
177
$375K 0.19%
5,500
178
$375K 0.19%
17,356
+8,216
179
$373K 0.18%
2,394
-223
180
$370K 0.18%
34,100
181
$370K 0.18%
7,867
+501
182
$368K 0.18%
3,284
-7,707
183
$368K 0.18%
7,000
-900
184
$366K 0.18%
1,464
-55
185
$366K 0.18%
4,938
-80
186
$365K 0.18%
7,587
+509
187
$364K 0.18%
19,047
-280
188
$361K 0.18%
6,424
-205
189
$358K 0.18%
10,075
+96
190
$355K 0.18%
25,442
+1,725
191
$354K 0.18%
9,680
+2,515
192
$353K 0.18%
10,553
-653
193
$347K 0.17%
2,185
-2,001
194
$345K 0.17%
12,143
+592
195
$345K 0.17%
3,023
+136
196
$342K 0.17%
10,695
+1,238
197
$339K 0.17%
14,820
198
$336K 0.17%
8,480
-2,380
199
$334K 0.17%
21,760
-8,848
200
$334K 0.17%
+2,847
6 7
8
9 10