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
201
$1.1M 0.12%
20,306
+2,077
202
$1.1M 0.12%
4,988
+113
203
$1.09M 0.12%
6,168
+82
204
$1.09M 0.12%
16,297
-241
205
$1.09M 0.12%
5,576
+595
206
$1.08M 0.12%
8,168
+4,321
207
$1.08M 0.11%
27,724
+7,212
208
$1.08M 0.11%
36,093
+3,265
209
$1.08M 0.11%
21,350
+4,158
210
$1.08M 0.11%
12,131
+1,349
211
$1.07M 0.11%
4,991
+409
212
$1.07M 0.11%
21,722
-3,497
213
$1.06M 0.11%
4,795
+427
214
$1.06M 0.11%
10,079
-10,327
215
$1.05M 0.11%
3,712
-1,659
216
$1.05M 0.11%
20,629
-4,191
217
$1.05M 0.11%
18,062
-9,851
218
$1.05M 0.11%
36,770
-2,345
219
$1.04M 0.11%
5,002
+721
220
$1.03M 0.11%
10,121
-50
221
$1.02M 0.11%
+27,618
222
$1.01M 0.11%
27,383
-2,605
223
$1.01M 0.11%
16,601
+286
224
$1M 0.11%
13,344
+623
225
$989K 0.1%
43,559
+6,196
7 8
9
10 11