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
201
$285K 0.16%
+3,652
202
$284K 0.15%
2,790
+423
203
$283K 0.15%
3,573
204
$282K 0.15%
9,435
+795
205
$282K 0.15%
7,340
206
$279K 0.15%
2,411
-623
207
$279K 0.15%
1,687
+133
208
$279K 0.15%
2,427
-20
209
$275K 0.15%
+21,360
210
$273K 0.15%
+7,454
211
$272K 0.15%
6,604
212
$271K 0.15%
+3,121
213
$269K 0.15%
2,499
-1,709
214
$268K 0.15%
5,242
-214
215
$268K 0.15%
7,971
-105
216
$265K 0.14%
+4,090
217
$263K 0.14%
4,706
-392
218
$263K 0.14%
8,950
219
$262K 0.14%
7,365
+1
220
$254K 0.14%
1,410
221
$254K 0.14%
7,183
-1,836
222
$253K 0.14%
6,173
+1
223
$253K 0.14%
2,834
-114
224
$253K 0.14%
17,000
225
$250K 0.14%
+2,969
7 8
9
10 11