Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.6B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$5.91M
3
+$3.8M
4
CLOI icon
VanEck CLO ETF
CLOI
+$3.61M
5
CGHM
Capital Group Municipal High-Income ETF
CGHM
+$3.29M

Top Sells

1
+$63.3M
2
+$12.3M
3
+$5.96M
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$2.71M
5
AVGO icon
Broadcom
AVGO
+$1.57M

Sector Composition

1 Technology 11.47%
2 Industrials 5.03%
3 Financials 3.98%
4 Healthcare 3.7%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.28M 0.09%
8,666
+240
227
$1.26M 0.08%
20,037
-57
228
$1.26M 0.08%
5,118
+574
229
$1.25M 0.08%
27,812
+117
230
$1.24M 0.08%
53,383
-4,148
231
$1.24M 0.08%
6,631
+270
232
$1.23M 0.08%
9,752
-120
233
$1.23M 0.08%
42,130
-6,664
234
$1.21M 0.08%
43,584
+3,558
235
$1.2M 0.08%
4,969
-179
236
$1.2M 0.08%
7,065
-41
237
$1.18M 0.08%
17,533
+395
238
$1.17M 0.08%
13,972
+1,422
239
$1.16M 0.08%
25,159
-3,521
240
$1.16M 0.08%
8,131
-28
241
$1.15M 0.08%
15,162
+1,423
242
$1.15M 0.08%
4,198
-376
243
$1.14M 0.08%
144,234
+2,359
244
$1.14M 0.08%
+15,092
245
$1.13M 0.08%
43,791
-2,331
246
$1.12M 0.08%
17,229
+6,069
247
$1.12M 0.08%
22,046
+4,646
248
$1.12M 0.08%
44,410
+1,264
249
$1.11M 0.07%
20,671
+1,013
250
$1.11M 0.07%
3,774
8 9
10
11 12