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
$703M
AUM Growth
+$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$5.2M
3
+$5.15M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.5M
5
AVK
Advent Convertible and Income Fund
AVK
+$4.42M

Top Sells

1
+$3.19M
2
+$1.72M
3
+$1.58M
4
SYK icon
Stryker
SYK
+$1.54M
5
KR icon
Kroger
KR
+$1.51M

Sector Composition

1 Technology 11.78%
2 Industrials 8.53%
3 Healthcare 7.9%
4 Financials 5.47%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 2.46%
306,696
+139,672
2
$11.6M 1.66%
116,280
+51,460
3
$10.7M 1.53%
256,499
+124,339
4
$8.63M 1.23%
31,950
+14,034
5
$8.58M 1.22%
23,075
+10,103
6
$7.52M 1.07%
47,291
+23,182
7
$7.23M 1.03%
27,162
+13,416
8
$6.81M 0.97%
446,534
+289,393
9
$6.76M 0.96%
48,949
+32,555
10
$6.55M 0.93%
132,354
+48,549
11
$6.5M 0.92%
31,363
+13,836
12
$6.18M 0.88%
250,997
+101,472
13
$6.03M 0.86%
53,435
+30,492
14
$6M 0.85%
248,778
+132,299
15
$6M 0.85%
119,259
+70,827
16
$5.85M 0.83%
175,771
+77,360
17
$5.69M 0.81%
49,773
+27,294
18
$5.56M 0.79%
104,122
+52,377
19
$5.53M 0.79%
89,433
+49,258
20
$5.22M 0.74%
295,356
+205,413
21
$5.07M 0.72%
43,312
+23,865
22
$5.05M 0.72%
65,254
+47,275
23
$5.05M 0.72%
47,280
+20,830
24
$5.01M 0.71%
197,708
+95,732
25
$4.88M 0.69%
204,462
+87,616
1
2 3 4 5