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
$1.08B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.48M
3
+$5.17M
4
MSFT icon
Microsoft
MSFT
+$4.73M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.34M

Top Sells

1
+$3.43M
2
+$2.54M
3
+$1.76M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.26M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.17M

Sector Composition

1 Technology 12.25%
2 Industrials 4.79%
3 Consumer Staples 4.32%
4 Healthcare 4.15%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.6M 4.6%
1,895,456
-67,464
2
$44.2M 4.1%
275,551
-1,021
3
$38.4M 3.56%
168,149
+22,636
4
$27.1M 2.51%
496,712
-3,753
5
$22.4M 2.07%
48,638
+10,284
6
$18.7M 1.74%
728,376
-98,778
7
$18.2M 1.69%
457,418
+7,516
8
$16.8M 1.56%
139,276
+6,849
9
$15.8M 1.46%
28,412
-1,388
10
$15.6M 1.45%
608,286
-990
11
$15.5M 1.44%
245,234
+208,207
12
$15M 1.39%
30,097
+4,217
13
$14.9M 1.38%
74,909
+11,832
14
$14.6M 1.36%
111,457
-26,083
15
$14.4M 1.33%
66,497
+3,399
16
$13.8M 1.28%
35,506
-1,113
17
$13.3M 1.23%
505,420
+23,337
18
$12.9M 1.2%
23,082
+11,591
19
$11.9M 1.1%
68,650
-1,960
20
$9.6M 0.89%
35,234
-3,889
21
$8.89M 0.82%
177,463
+86,743
22
$8.73M 0.81%
25,014
+241
23
$8.35M 0.77%
148,784
-223
24
$6.84M 0.63%
46,547
+9,718
25
$6.76M 0.63%
36,779
-456
1
2 3 4 5