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
326
$450K 0.08%
+11,272
327
$448K 0.08%
+5,153
328
$448K 0.08%
+29,650
329
$446K 0.08%
4,272
+1,200
330
$445K 0.08%
+17,020
331
$442K 0.08%
+10,928
332
$441K 0.08%
+8,665
333
$435K 0.07%
+5,688
334
$432K 0.07%
+12,285
335
$431K 0.07%
+7,328
336
$426K 0.07%
+8,296
337
$426K 0.07%
+13,087
338
$425K 0.07%
5,008
+1,938
339
$425K 0.07%
+5,249
340
$424K 0.07%
+4,209
341
$424K 0.07%
5,967
+271
342
$423K 0.07%
7,774
+1,121
343
$418K 0.07%
+3,950
344
$417K 0.07%
+109
345
$416K 0.07%
+7,037
346
$413K 0.07%
+14,100
347
$410K 0.07%
+5,064
348
$409K 0.07%
+39,008
349
$407K 0.07%
+3,096
350
$404K 0.07%
+24,161
12 13
14
15 16