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
$158M
AUM Growth
+$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$934K
3
+$721K
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$648K
5
KO icon
Coca-Cola
KO
+$643K

Top Sells

1
+$1.22M
2
+$989K
3
+$463K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$435K
5
AVK
Advent Convertible and Income Fund
AVK
+$424K

Sector Composition

1 Financials 8.58%
2 Technology 5.79%
3 Healthcare 4.87%
4 Consumer Staples 4.05%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.88%
63,795
-15,253
27
$1.31M 0.83%
42,954
-4,070
28
$1.26M 0.8%
10,535
+4,904
29
$1.25M 0.79%
98,019
+7,932
30
$1.19M 0.75%
123,684
+2,296
31
$1.19M 0.75%
49,973
-1,018
32
$1.17M 0.74%
14,889
-62
33
$1.16M 0.73%
70,483
+4,833
34
$1.14M 0.72%
177,074
+11,285
35
$1.12M 0.71%
38,750
+183
36
$1.09M 0.69%
10,076
-9,110
37
$1.08M 0.68%
11,065
-2,392
38
$1.08M 0.68%
37,680
-935
39
$1.07M 0.68%
13,745
+186
40
$1.05M 0.66%
26,717
-65
41
$1.03M 0.65%
22,119
-226
42
$1.02M 0.64%
17,457
-885
43
$1.01M 0.64%
37,817
-7,805
44
$1M 0.63%
106,362
-5,896
45
$997K 0.63%
16,240
+1,913
46
$960K 0.61%
34,964
-2,165
47
$937K 0.59%
15,724
+274
48
$934K 0.59%
+40,000
49
$929K 0.59%
10,950
-57
50
$920K 0.58%
25,708
+16
1
2
3 4 5