Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$581M
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$6.19M
3
+$5.63M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$5.52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.39M

Top Sells

1
+$828K
2
+$316K
3
+$250K
4
CELG
Celgene Corp
CELG
+$234K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$205K

Sector Composition

1 Technology 10.11%
2 Healthcare 5.24%
3 Industrials 4.84%
4 Financials 3.97%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$769K 0.13%
30,452
+6,322
227
$762K 0.13%
+20,026
228
$760K 0.13%
+4,515
229
$758K 0.13%
4,216
+1,552
230
$754K 0.13%
15,604
+316
231
$753K 0.13%
+22,545
232
$742K 0.13%
8,653
+2,343
233
$739K 0.13%
2,010
+970
234
$736K 0.13%
+16,286
235
$723K 0.12%
5,755
+3,336
236
$721K 0.12%
+9,423
237
$720K 0.12%
+23,369
238
$715K 0.12%
+4,524
239
$714K 0.12%
+70,712
240
$711K 0.12%
9,183
+1,653
241
$707K 0.12%
+16,837
242
$702K 0.12%
8,036
+4,146
243
$702K 0.12%
+4,668
244
$701K 0.12%
28,875
+962
245
$694K 0.12%
10,043
+6,804
246
$692K 0.12%
+6,844
247
$692K 0.12%
+14,294
248
$691K 0.12%
12,892
+1,931
249
$687K 0.12%
+10,496
250
$686K 0.12%
+11,487
8 9
10
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