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
176
$1.2M 0.17%
29,223
+17,580
177
$1.2M 0.17%
3,454
+1,606
178
$1.19M 0.17%
25,783
+14,650
179
$1.18M 0.17%
47,517
+14,074
180
$1.18M 0.17%
+25,852
181
$1.18M 0.17%
97,472
+41,465
182
$1.18M 0.17%
40,000
183
$1.18M 0.17%
22,393
+11,304
184
$1.17M 0.17%
19,432
+8,342
185
$1.16M 0.17%
21,107
+7,407
186
$1.16M 0.17%
17,168
+4,284
187
$1.14M 0.16%
87,090
+61,062
188
$1.12M 0.16%
23,804
+7,891
189
$1.1M 0.16%
12,171
+6,636
190
$1.1M 0.16%
+5,969
191
$1.08M 0.15%
16,242
+6,922
192
$1.08M 0.15%
14,794
+6,138
193
$1.07M 0.15%
92,400
+48,420
194
$1.07M 0.15%
83,250
+31,100
195
$1.06M 0.15%
9,108
+4,286
196
$1.05M 0.15%
9,830
+4,417
197
$1.04M 0.15%
66,809
+21,863
198
$1.04M 0.15%
7,063
+3,572
199
$1.04M 0.15%
+12,996
200
$1.03M 0.15%
+33,522
6 7
8
9 10