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
26
$5.53M 0.7%
150,197
-15,845
27
$5.09M 0.64%
271,468
-185,896
28
$4.94M 0.62%
189,676
-45,056
29
$4.83M 0.61%
22,217
-6,010
30
$4.8M 0.6%
31,026
-14,242
31
$4.79M 0.6%
43,130
+463
32
$4.77M 0.6%
152,296
-3,598
33
$4.58M 0.58%
48,218
+2,195
34
$4.46M 0.56%
91,680
-289
35
$4.34M 0.55%
19,158
-2,802
36
$4.24M 0.53%
41,683
+563
37
$4.21M 0.53%
29,588
-23,256
38
$4.2M 0.53%
25,309
-2,459
39
$4.18M 0.53%
105,766
+3,035
40
$4.16M 0.52%
74,318
-31,868
41
$4.12M 0.52%
61,085
+478
42
$4.12M 0.52%
54,974
+5,132
43
$4.04M 0.51%
+39,036
44
$4.01M 0.5%
66,622
-56,464
45
$3.7M 0.47%
9,244
-977
46
$3.7M 0.47%
12,900
-9,007
47
$3.62M 0.46%
24,021
-3,478
48
$3.6M 0.45%
67,070
-16,955
49
$3.56M 0.45%
13,395
+1,229
50
$3.49M 0.44%
174,640
-54,440
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