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
$944M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.7M
3
+$7.19M
4
DIS icon
Walt Disney
DIS
+$4.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.42M

Top Sells

1
+$24.7M
2
+$19.8M
3
+$6.95M
4
ABBV icon
AbbVie
ABBV
+$5.83M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.65M

Sector Composition

1 Technology 11.34%
2 Industrials 5.92%
3 Consumer Discretionary 5.55%
4 Healthcare 5.53%
5 Consumer Staples 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.9M 3.38%
258,013
-199,821
2
$20.7M 2.19%
1,273,704
+27,464
3
$20.7M 2.19%
239,433
+24,081
4
$19.8M 2.09%
150,317
+18,894
5
$17.5M 1.85%
719,850
+175,011
6
$16.6M 1.76%
201,264
+1,012
7
$16.2M 1.72%
285,073
+182,441
8
$13.7M 1.46%
88,760
+20,680
9
$13M 1.37%
268,728
+29,767
10
$12.1M 1.29%
51,510
+11,468
11
$11.7M 1.24%
29,511
+11,154
12
$11.4M 1.21%
124,168
+11,636
13
$10.2M 1.08%
25,674
-732
14
$9.7M 1.03%
+30,401
15
$8.71M 0.92%
40,667
+2,894
16
$8.66M 0.92%
50,959
+42,289
17
$8.53M 0.9%
343,629
+3,987
18
$8.32M 0.88%
45,092
+26,222
19
$7.87M 0.83%
457,364
-4,033
20
$7.73M 0.82%
47,023
+6,438
21
$7.54M 0.8%
69,684
-53,838
22
$7.5M 0.79%
49,287
+4,649
23
$7.25M 0.77%
91,571
-2,305
24
$7.06M 0.75%
52,844
-2,022
25
$7.06M 0.75%
123,086
+2,552
1
2 3 4 5