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
201
$1.03M 0.15%
21,733
+9,969
202
$1.03M 0.15%
+15,269
203
$1.03M 0.15%
6,314
+1,983
204
$1.03M 0.15%
50,035
+18,194
205
$1.02M 0.15%
114,170
+52,050
206
$1.02M 0.15%
7,047
+3,044
207
$1.02M 0.14%
19,651
+6,214
208
$1.02M 0.14%
13,423
+3,751
209
$1.02M 0.14%
16,364
+8,175
210
$1.01M 0.14%
33,808
+12,271
211
$1.01M 0.14%
27,129
+10,649
212
$1M 0.14%
+6,683
213
$992K 0.14%
15,769
+7,552
214
$986K 0.14%
35,745
+11,385
215
$982K 0.14%
43,103
+26,564
216
$980K 0.14%
9,671
+5,394
217
$969K 0.14%
64,956
+49,731
218
$969K 0.14%
17,237
+5,268
219
$964K 0.14%
8,707
+4,868
220
$962K 0.14%
5,762
+2,850
221
$954K 0.14%
+6,115
222
$937K 0.13%
11,904
+5,271
223
$927K 0.13%
11,519
+7,268
224
$923K 0.13%
10,510
+5,002
225
$918K 0.13%
10,143
+3,246
7 8
9
10 11