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
$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
201
$331K 0.16%
7,950
202
$328K 0.16%
3,187
-1,762
203
$327K 0.16%
2,891
+480
204
$327K 0.16%
11,330
-233,040
205
$327K 0.16%
29,270
+600
206
$326K 0.16%
11,764
+65
207
$322K 0.16%
5,824
-90
208
$316K 0.16%
3,015
-10
209
$314K 0.16%
14,572
+1,879
210
$313K 0.16%
+12,240
211
$312K 0.15%
3,694
+101
212
$312K 0.15%
4,313
-50
213
$307K 0.15%
6,558
+4
214
$306K 0.15%
8,360
215
$304K 0.15%
5,209
-3,148
216
$301K 0.15%
13,599
+146
217
$301K 0.15%
7,711
218
$295K 0.15%
10,734
+302
219
$295K 0.15%
19,587
-5,136
220
$294K 0.15%
19,827
+9,518
221
$293K 0.15%
+9,215
222
$292K 0.14%
20,271
-2,697
223
$288K 0.14%
1,410
224
$286K 0.14%
7,644
-94
225
$282K 0.14%
4,115
+200
7 8
9
10 11