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
$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
376
$391K 0.05%
4,021
+1,277
377
$391K 0.05%
+819
378
$387K 0.05%
5,940
-7,510
379
$384K 0.05%
17,780
+1,147
380
$384K 0.05%
4,938
-2,292
381
$380K 0.05%
1,313
-490
382
$378K 0.05%
14,312
-271
383
$378K 0.05%
12,890
-4,500
384
$376K 0.05%
16,469
-98
385
$373K 0.05%
3,849
-3,062
386
$373K 0.05%
4,852
-4,407
387
$372K 0.05%
4,587
-1,524
388
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7,982
-2,055
389
$366K 0.05%
4,817
-1,112
390
$365K 0.05%
4,028
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392
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4,420
-159
393
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5,209
-5,308
394
$355K 0.04%
918
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395
$354K 0.04%
9,103
-6,448
396
$351K 0.04%
1,626
+77
397
$350K 0.04%
6,420
-715
398
$344K 0.04%
22,500
-12,435
399
$343K 0.04%
6,739
-5,524
400
$341K 0.04%
7,753
-2,110
14 15
16
17 18