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
276
$591K 0.1%
4,755
+1,331
277
$587K 0.1%
+20,980
278
$582K 0.1%
7,216
-714
279
$577K 0.1%
+6,877
280
$568K 0.1%
+13,999
281
$567K 0.1%
+971
282
$567K 0.1%
+18,446
283
$565K 0.1%
+7,429
284
$562K 0.1%
+14,816
285
$562K 0.1%
6,556
+212
286
$557K 0.1%
+8,995
287
$554K 0.1%
+10,708
288
$552K 0.1%
18,394
+1,173
289
$549K 0.09%
4,713
+1,802
290
$547K 0.09%
+4,001
291
$545K 0.09%
5,418
+3,087
292
$544K 0.09%
42,916
+14,716
293
$542K 0.09%
4,178
-233
294
$541K 0.09%
+6,486
295
$535K 0.09%
4,633
+233
296
$534K 0.09%
38,785
-1,317
297
$533K 0.09%
+14,188
298
$526K 0.09%
+20,157
299
$525K 0.09%
+11,610
300
$518K 0.09%
+1,756
10 11
12
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