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
401
$305K 0.05%
+6,439
402
$303K 0.05%
4,911
+350
403
$302K 0.05%
+10,480
404
$300K 0.05%
+15,515
405
$298K 0.05%
+1,982
406
$297K 0.05%
10,256
+242
407
$295K 0.05%
+10,705
408
$293K 0.05%
+3,096
409
$291K 0.05%
13,130
410
$291K 0.05%
+10,029
411
$288K 0.05%
+13,171
412
$287K 0.05%
+19,680
413
$287K 0.05%
1,592
+193
414
$287K 0.05%
+7,545
415
$286K 0.05%
+2,870
416
$286K 0.05%
+7,922
417
$284K 0.05%
+18,562
418
$283K 0.05%
+5,418
419
$282K 0.05%
+4,108
420
$282K 0.05%
+7,510
421
$280K 0.05%
+4,236
422
$280K 0.05%
13,157
+2,580
423
$280K 0.05%
+4,691
424
$275K 0.05%
+2,136
425
$275K 0.05%
+3,370
15 16
17
18 19