Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
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
1
$3.36M 1.83%
140,524
+15,844
2
$3.26M 1.78%
240,201
+2,750
3
$3.14M 1.71%
73,396
+47,175
4
$3.04M 1.66%
122,248
-20,119
5
$2.97M 1.62%
80,680
+480
6
$2.81M 1.53%
242,282
+2,372
7
$2.57M 1.4%
86,232
+873
8
$2.51M 1.37%
31,253
-6,866
9
$2.46M 1.34%
997,196
+10,266
10
$2.45M 1.34%
16,257
+1,284
11
$2.45M 1.33%
355,409
-1,932
12
$2.44M 1.33%
46,076
+7,094
13
$2.27M 1.24%
40,652
+2,148
14
$2.25M 1.23%
24,019
+3,137
15
$2.1M 1.15%
128,669
-2,659
16
$1.99M 1.08%
118,272
+8,925
17
$1.94M 1.06%
59,332
+18,828
18
$1.87M 1.02%
49,280
+2,344
19
$1.71M 0.93%
33,649
+620
20
$1.65M 0.9%
86,896
-2,571
21
$1.58M 0.86%
9,573
+6,828
22
$1.58M 0.86%
39,654
+11,012
23
$1.56M 0.85%
12,898
+1,056
24
$1.56M 0.85%
+101,709
25
$1.56M 0.85%
107,463
+4,247
1
2 3 4 5