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
$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
1
$4.38M 2.17%
151,316
+5,396
2
$3.56M 1.77%
249,205
+6,160
3
$2.96M 1.47%
71,303
-3,595
4
$2.77M 1.37%
80,169
-450
5
$2.65M 1.31%
30,555
-357
6
$2.63M 1.3%
88,875
+4,641
7
$2.56M 1.27%
16,898
+76
8
$2.5M 1.24%
128,875
+3,957
9
$2.38M 1.18%
920,423
-42,093
10
$2.35M 1.16%
44,688
-3,044
11
$2.27M 1.13%
340,390
-5,530
12
$2.19M 1.09%
115,556
-8,861
13
$2.12M 1.05%
84,262
-3,552
14
$2.11M 1.04%
25,442
+13,770
15
$2.08M 1.03%
38,997
-2,914
16
$2.05M 1.02%
22,731
+1,031
17
$2.02M 1%
62,927
-226
18
$2.01M 1%
23,267
-1,020
19
$1.9M 0.94%
109,441
+3,355
20
$1.87M 0.93%
27,248
+368
21
$1.87M 0.93%
1,738
-10,997
22
$1.82M 0.9%
125,641
+41,632
23
$1.8M 0.89%
113,176
-8,731
24
$1.77M 0.88%
44,268
-4,756
25
$1.66M 0.82%
+57,569
1
2 3 4 5