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
401
$340K 0.04%
+7,130
402
$340K 0.04%
5,570
-3,070
403
$340K 0.04%
4,267
-7,287
404
$340K 0.04%
4,204
+90
405
$339K 0.04%
979
+52
406
$338K 0.04%
2,811
-208
407
$336K 0.04%
4,326
-13
408
$333K 0.04%
1,045
-730
409
$332K 0.04%
20,126
+3,083
410
$330K 0.04%
4,483
-3,626
411
$329K 0.04%
+6,407
412
$326K 0.04%
29,708
-9,300
413
$325K 0.04%
4,322
-3,222
414
$324K 0.04%
+2,000
415
$320K 0.04%
11,713
-2,840
416
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+8,886
417
$315K 0.04%
2,347
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418
$315K 0.04%
1,340
-391
419
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+5,892
420
$315K 0.04%
+5,685
421
$314K 0.04%
4,013
-1,541
422
$314K 0.04%
+1,500
423
$313K 0.04%
5,980
-4,783
424
$313K 0.04%
3,625
-529
425
$312K 0.04%
1,707
-385
15 16
17
18 19