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
$1.08B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.48M
3
+$5.17M
4
MSFT icon
Microsoft
MSFT
+$4.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Top Sells

1
+$3.43M
2
+$2.54M
3
+$1.76M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.26M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.17M

Sector Composition

1 Technology 12.25%
2 Industrials 4.79%
3 Consumer Staples 4.32%
4 Healthcare 4.15%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.24M 0.11%
5,870
+227
177
$1.24M 0.11%
25,491
+2,202
178
$1.23M 0.11%
142,951
+8,881
179
$1.22M 0.11%
20,965
+6,501
180
$1.22M 0.11%
16,796
+946
181
$1.21M 0.11%
11,886
+4,648
182
$1.21M 0.11%
7,401
-749
183
$1.2M 0.11%
21,510
+12,897
184
$1.2M 0.11%
4,969
-201
185
$1.2M 0.11%
5,991
-497
186
$1.2M 0.11%
+53,944
187
$1.19M 0.11%
5,512
-310
188
$1.18M 0.11%
51,672
-4,957
189
$1.17M 0.11%
12,637
-801
190
$1.15M 0.11%
14,744
+1,962
191
$1.14M 0.11%
81,236
-2,093
192
$1.14M 0.11%
15,726
-2,488
193
$1.14M 0.11%
30,335
-844
194
$1.13M 0.11%
8,102
-712
195
$1.13M 0.1%
38,076
+3,103
196
$1.13M 0.1%
12,894
-1,302
197
$1.13M 0.1%
+5,501
198
$1.09M 0.1%
26,179
-15,334
199
$1.09M 0.1%
21,048
+282
200
$1.07M 0.1%
9,023
+407
6 7
8
9 10