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
301
$860K 0.06%
17,533
+605
302
$858K 0.06%
2,884
+138
303
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33,244
+2,268
304
$847K 0.06%
33,564
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305
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306
$837K 0.06%
14,722
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307
$837K 0.06%
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$834K 0.06%
32,600
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309
$828K 0.06%
5,558
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310
$827K 0.06%
36,389
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311
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20,970
+487
312
$820K 0.06%
17,712
-1,511
313
$811K 0.05%
18,310
+12,878
314
$810K 0.05%
16,385
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315
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3,073
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319
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16,066
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320
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321
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7,040
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$782K 0.05%
1,851
+487
324
$779K 0.05%
9,663
-1
325
$775K 0.05%
68,360
+3,424
11 12
13
14 15