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
$201M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$2.55M
2 +$1.84M
3 +$1.54M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.33M
5
AGN
Allergan plc
AGN
+$1.19M

Top Sells

1 +$7.44M
2 +$2.81M
3 +$1.58M
4
V icon
Visa
V
+$908K
5
RIGS icon
RiverFront Strategic Income Fund
RIGS
+$872K

Sector Composition

1 Healthcare 8.25%
2 Financials 7.95%
3 Technology 7.18%
4 Consumer Staples 5.01%
5 Industrials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.12M 2.05%
145,920
+5,396
2
$3.45M 1.72%
243,045
+2,844
3
$3.11M 1.55%
74,898
+1,502
4
$2.66M 1.32%
244,370
+234,250
5
$2.58M 1.28%
30,912
-341
6
$2.55M 1.27%
84,234
-1,998
7
$2.52M 1.25%
47,732
+1,656
8
$2.46M 1.22%
962,516
-34,680
9
$2.44M 1.21%
121,907
+14,444
10
$2.39M 1.19%
80,619
-61
11
$2.39M 1.19%
16,822
+565
12
$2.35M 1.17%
345,920
-9,489
13
$2.23M 1.11%
87,814
-34,434
14
$2.18M 1.08%
41,911
+1,259
15
$2.12M 1.06%
124,417
-4,252
16
$2.04M 1.01%
32,931
+21,582
17
$1.94M 0.96%
63,153
+3,821
18
$1.9M 0.94%
124,918
+6,646
19
$1.89M 0.94%
21,700
-2,319
20
$1.89M 0.94%
49,024
-256
21
$1.85M 0.92%
11,074
+5,353
22
$1.84M 0.91%
+12,735
23
$1.64M 0.82%
26,880
+6,682
24
$1.64M 0.81%
106,086
+4,377
25
$1.62M 0.8%
24,287
+63