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
251
$1.11M 0.07%
9,964
-61
252
$1.1M 0.07%
18,464
-1,269
253
$1.09M 0.07%
16,819
+6,812
254
$1.09M 0.07%
12,196
-2,378
255
$1.09M 0.07%
18,563
+1,687
256
$1.09M 0.07%
10,384
-761
257
$1.09M 0.07%
13,490
258
$1.08M 0.07%
12,056
-1,091
259
$1.06M 0.07%
7,948
+151
260
$1.06M 0.07%
13,129
+1,379
261
$1.06M 0.07%
11,618
262
$1.06M 0.07%
6,527
+527
263
$1.05M 0.07%
14,231
-445
264
$1.03M 0.07%
8,604
-108
265
$1.03M 0.07%
13,194
+141
266
$1.03M 0.07%
15,131
-889
267
$1.02M 0.07%
2,400
+116
268
$1.02M 0.07%
17,839
+10,765
269
$1.02M 0.07%
24,520
-1,957
270
$1.02M 0.07%
9,454
+1,892
271
$1.01M 0.07%
3,416
272
$1.01M 0.07%
6,543
-49
273
$1.01M 0.07%
21,951
-2,244
274
$1M 0.07%
1,050
+10
275
$1M 0.07%
43,260
-4,851
9 10
11
12 13