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
351
$681K 0.05%
7,660
-587
352
$679K 0.05%
10,549
-2
353
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18,231
354
$671K 0.05%
40,917
355
$668K 0.04%
7,659
356
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8,444
357
$656K 0.04%
5,935
358
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5,845
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359
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8,165
-3,950
360
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28,266
-1,841
361
$651K 0.04%
5,841
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362
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3,014
-147
363
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4,880
+86
364
$634K 0.04%
5,713
+2,055
365
$627K 0.04%
1,371
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366
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367
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369
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26,462
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370
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3,908
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371
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17,354
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372
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13,440
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373
$604K 0.04%
+21,261
374
$602K 0.04%
+40,531
375
$600K 0.04%
22,750
+2,467
13 14
15
16 17