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
$305M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.13M
3
+$1.29M
4
AGN
Allergan plc
AGN
+$1.06M
5
VMW
VMware, Inc
VMW
+$1.05M

Top Sells

1
+$1.2M
2
+$984K
3
+$658K
4
NSR
Neustar Inc
NSR
+$542K
5
NYRT
New York REIT, Inc.
NYRT
+$496K

Sector Composition

1 Technology 9.3%
2 Healthcare 8.28%
3 Industrials 6.16%
4 Financials 5.99%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.22M 2.37%
187,384
-3,036
2
$5.33M 1.75%
157,350
+110,743
3
$3.75M 1.23%
81,889
-2,720
4
$3.6M 1.18%
141,715
+19,251
5
$3.57M 1.17%
184,869
-2,671
6
$3.55M 1.16%
168,479
-6,918
7
$3.17M 1.04%
33,138
+2,456
8
$3.13M 1.03%
+104,286
9
$3.03M 1%
16,270
+245
10
$2.9M 0.95%
11,404
+3,876
11
$2.86M 0.94%
29,936
-1,940
12
$2.71M 0.89%
111,690
+9,470
13
$2.69M 0.88%
16,771
+336
14
$2.67M 0.88%
40,267
+607
15
$2.6M 0.85%
87,981
+2,840
16
$2.58M 0.85%
77,307
-7,329
17
$2.57M 0.84%
51,865
+1,504
18
$2.52M 0.83%
21,765
+1,840
19
$2.42M 0.8%
50,420
+5,840
20
$2.3M 0.75%
17,687
-224
21
$2.28M 0.75%
11,645
+4,846
22
$2.22M 0.73%
305,731
-9,555
23
$2.18M 0.72%
139,851
+5,355
24
$2.17M 0.71%
137,868
-76,100
25
$2.12M 0.7%
25,849
+61
1
2 3 4 5