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
251
$723K 0.09%
8,669
-4,675
252
$721K 0.09%
4,548
+2,472
253
$720K 0.09%
1,898
-1,010
254
$716K 0.09%
66,258
+6,694
255
$713K 0.09%
11,269
-1,255
256
$709K 0.09%
36,753
-7,084
257
$706K 0.09%
16,019
-260
258
$698K 0.09%
13,914
+12
259
$694K 0.09%
3,105
-1,690
260
$691K 0.09%
46,483
-10,789
261
$691K 0.09%
+29,225
262
$691K 0.09%
13,047
-8,675
263
$690K 0.09%
22,211
-9,665
264
$690K 0.09%
2,920
-2,071
265
$683K 0.09%
22,900
-5,520
266
$676K 0.09%
9,883
-5,059
267
$674K 0.08%
14,217
-3,719
268
$670K 0.08%
2,294
-171
269
$670K 0.08%
16,743
-4,196
270
$668K 0.08%
3,548
-1,108
271
$668K 0.08%
11,343
-2,435
272
$667K 0.08%
2,319
-40
273
$659K 0.08%
2,427
-54
274
$656K 0.08%
+38,218
275
$654K 0.08%
11,730
-3,191
9 10
11
12 13