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
$795M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.04M
3
+$2.26M
4
IYW icon
iShares US Technology ETF
IYW
+$2.01M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.85M

Top Sells

1
+$10.5M
2
+$6.79M
3
+$4.27M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.17M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.55M

Sector Composition

1 Technology 10.68%
2 Industrials 6.07%
3 Consumer Discretionary 5.33%
4 Healthcare 5.15%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$811K 0.1%
25,948
+2,092
227
$802K 0.1%
8,096
-1,238
228
$794K 0.1%
+6,935
229
$781K 0.1%
2,619
-1,093
230
$781K 0.1%
6,764
-972
231
$777K 0.1%
24,207
-5,208
232
$768K 0.1%
3,907
-2,882
233
$765K 0.1%
3,335
-2,358
234
$763K 0.1%
3,086
-1,157
235
$760K 0.1%
3,467
-2
236
$758K 0.1%
14,877
-11,442
237
$757K 0.1%
12,311
-7,306
238
$757K 0.1%
25,995
-10,775
239
$755K 0.1%
3,948
-1,628
240
$748K 0.09%
68,552
-31,023
241
$742K 0.09%
3,933
+65
242
$740K 0.09%
4,478
-568
243
$738K 0.09%
97,447
-90,158
244
$736K 0.09%
12,169
-1,641
245
$735K 0.09%
8,122
+22
246
$734K 0.09%
25,000
-15,000
247
$733K 0.09%
6,283
-3,572
248
$733K 0.09%
19,073
-8,310
249
$726K 0.09%
18,466
-4,339
250
$725K 0.09%
4,209
-1,374
8 9
10
11 12