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
426
$309K 0.04%
4,483
-1,586
427
$308K 0.04%
+6,337
428
$307K 0.04%
3,265
-6,528
429
$307K 0.04%
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430
$307K 0.04%
12,560
-12,560
431
$304K 0.04%
2,212
-247
432
$303K 0.04%
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433
$301K 0.04%
8,262
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434
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137
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435
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436
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438
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440
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441
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443
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1,297
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2,251
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448
$285K 0.04%
3,826
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449
$284K 0.04%
3,775
-2,655
450
$283K 0.04%
26,809
+7,509
16 17
18
19 20