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
$400M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.69M
3
+$1.48M
4
ABT icon
Abbott
ABT
+$1.44M
5
TXN icon
Texas Instruments
TXN
+$1.4M

Top Sells

1
+$985K
2
+$871K
3
+$868K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$832K
5
AGN
Allergan plc
AGN
+$605K

Sector Composition

1 Technology 10.18%
2 Healthcare 8.68%
3 Industrials 8.08%
4 Financials 6.99%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.95M 1.99%
187,952
+568
2
$5.84M 1.46%
169,896
+12,546
3
$4.59M 1.15%
182,669
+40,954
4
$4.3M 1.08%
14,595
+3,191
5
$3.82M 0.96%
148,760
+37,070
6
$3.8M 0.95%
27,181
+9,494
7
$3.62M 0.91%
75,814
-6,075
8
$3.57M 0.89%
112,681
+8,395
9
$3.38M 0.85%
156,449
-12,030
10
$3.37M 0.84%
19,404
+3,134
11
$3.13M 0.78%
32,336
+19,762
12
$3.04M 0.76%
28,396
-4,742
13
$3.03M 0.76%
57,279
+5,414
14
$3.03M 0.76%
29,950
+14
15
$2.98M 0.75%
17,902
+1,131
16
$2.98M 0.74%
101,343
+13,362
17
$2.95M 0.74%
14,968
+8,597
18
$2.94M 0.74%
15,532
+5,290
19
$2.9M 0.73%
142,293
-42,576
20
$2.9M 0.73%
49,540
-880
21
$2.85M 0.71%
16,271
+2,684
22
$2.83M 0.71%
80,362
+3,055
23
$2.83M 0.71%
12,855
+1,210
24
$2.81M 0.7%
102,299
+13,260
25
$2.77M 0.69%
33,080
+7,231
1
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