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
176
$1.28M 0.14%
24,130
+1,757
177
$1.27M 0.14%
8,318
-117
178
$1.26M 0.13%
22,982
+1,828
179
$1.26M 0.13%
5,693
-443
180
$1.25M 0.13%
5,660
+109
181
$1.25M 0.13%
+72,636
182
$1.25M 0.13%
59,191
-130
183
$1.25M 0.13%
+187,605
184
$1.23M 0.13%
37,330
+17,117
185
$1.21M 0.13%
9,413
-40
186
$1.2M 0.13%
14,130
+3,458
187
$1.19M 0.13%
10,030
-542
188
$1.19M 0.13%
15,715
+3,950
189
$1.19M 0.13%
40,000
190
$1.19M 0.13%
54,549
-11,183
191
$1.18M 0.12%
9,246
+13
192
$1.17M 0.12%
77,856
-7,670
193
$1.16M 0.12%
43,641
-2,189
194
$1.16M 0.12%
19,617
-1,876
195
$1.15M 0.12%
46,068
+11,763
196
$1.15M 0.12%
5,432
-110
197
$1.12M 0.12%
9,855
+3,634
198
$1.11M 0.12%
18,297
+5,110
199
$1.1M 0.12%
99,575
+24,887
200
$1.1M 0.12%
748
-27
6 7
8
9 10