Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$795M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.04M
3
+$2.26M
4
IYW icon
iShares US Technology ETF
IYW
+$2.01M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.85M

Top Sells

1
+$10.5M
2
+$6.79M
3
+$4.27M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.17M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.55M

Sector Composition

1 Technology 10.68%
2 Industrials 6.07%
3 Consumer Discretionary 5.33%
4 Healthcare 5.15%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$445K 0.06%
2,485
-980
352
$442K 0.06%
6,951
+111
353
$442K 0.06%
3,548
+1,057
354
$440K 0.06%
6,455
-1,318
355
$438K 0.06%
4,447
-138
356
$434K 0.05%
13,083
-3,389
357
$430K 0.05%
+5,133
358
$428K 0.05%
1,982
-398
359
$427K 0.05%
+18,656
360
$424K 0.05%
40,069
-29,978
361
$424K 0.05%
21,662
-2,784
362
$422K 0.05%
15,758
363
$422K 0.05%
9,343
+3,959
364
$419K 0.05%
3,639
-1,879
365
$418K 0.05%
+7,314
366
$416K 0.05%
1,705
-34
367
$415K 0.05%
1,702
-1,093
368
$413K 0.05%
7,500
-5,452
369
$412K 0.05%
10,290
-1,200
370
$411K 0.05%
3,899
-153
371
$410K 0.05%
5,800
-3,059
372
$403K 0.05%
18,360
-21,539
373
$403K 0.05%
+6,679
374
$401K 0.05%
2,592
-1,506
375
$396K 0.05%
+17,634
13 14
15
16 17