Koshinski Asset Management Portfolio holdings
AUM
$1.32B
1-Year Return
15.49%
This Quarter Return
+3.36%
1 Year Return
+15.49%
3 Year Return
+57.36%
5 Year Return
+98.18%
10 Year Return
+202.18%
AUM
$328M
AUM Growth
+$5.68M
(+1.8%)
Cap. Flow
-$2M
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
13.49%
Holding
389
New
33
Increased
142
Reduced
161
Closed
25
Top Buys
| 1 |
First Mid Bancshares
FMBH
|
$1.41M |
| 2 |
AGC
Advent Claymore Conv Sec & Incme
AGC
|
$1.35M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.29M |
| 4 |
Constellation Brands
STZ
|
$1.09M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.06M |
Top Sells
| 1 |
Global X Robotics & Artificial Intelligence ETF
BOTZ
|
$2.24M |
| 2 |
Broadcom
AVGO
|
$1.86M |
| 3 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
$1.05M |
| 4 |
T-Mobile US
TMUS
|
$823K |
| 5 |
Flex
FLEX
|
$820K |
Sector Composition
| 1 | Technology | 10.78% |
| 2 | Industrials | 6.74% |
| 3 | Healthcare | 6.57% |
| 4 | Financials | 5.73% |
| 5 | Consumer Discretionary | 4.89% |
