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
451
$283K 0.04%
3,794
-3,345
452
$282K 0.04%
871
-936
453
$278K 0.04%
+1,463
454
$276K 0.03%
1,727
-345
455
$275K 0.03%
798
-117
456
$273K 0.03%
+22,055
457
$271K 0.03%
5,587
-3,701
458
$271K 0.03%
2,478
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459
$271K 0.03%
4,886
-841
460
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+6,954
461
$270K 0.03%
4,634
-2,666
462
$270K 0.03%
17,200
-6,000
463
$267K 0.03%
29,547
-1,362
464
$267K 0.03%
4,277
-3,202
465
$266K 0.03%
3,877
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466
$266K 0.03%
+4,201
467
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468
$263K 0.03%
18,627
-2,350
469
$262K 0.03%
18,319
-14,302
470
$261K 0.03%
719
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471
$260K 0.03%
5,552
-3,329
472
$260K 0.03%
9,300
-8,550
473
$260K 0.03%
1,197
-24
474
$260K 0.03%
8,595
-4,080
475
$259K 0.03%
+4,475
17 18
19
20 21