Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.6B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$5.91M
3
+$3.8M
4
CLOI icon
VanEck CLO ETF
CLOI
+$3.61M
5
CGHM
Capital Group Municipal High-Income ETF
CGHM
+$3.29M

Top Sells

1
+$63.3M
2
+$12.3M
3
+$5.96M
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$2.71M
5
AVGO icon
Broadcom
AVGO
+$1.57M

Sector Composition

1 Technology 11.47%
2 Industrials 5.03%
3 Financials 3.98%
4 Healthcare 3.7%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.91M 0.67%
45,902
+994
27
$9.45M 0.64%
165,545
+18,116
28
$9.19M 0.62%
226,485
-306,618
29
$9.13M 0.61%
19,144
-144
30
$9.09M 0.61%
68,595
+7,235
31
$9.09M 0.61%
47,896
+4,818
32
$8.78M 0.59%
19,747
+210
33
$8.67M 0.58%
84,089
-1,705
34
$8.43M 0.57%
40,386
+3,293
35
$8.43M 0.57%
34,659
+1,276
36
$8.26M 0.56%
11,253
+574
37
$8.14M 0.55%
29,139
+688
38
$8.04M 0.54%
191,214
+10,152
39
$7.92M 0.53%
34,221
+1,193
40
$7.76M 0.52%
129,429
-11,145
41
$7.65M 0.51%
21,521
-983
42
$7.45M 0.5%
30,602
+51
43
$7.31M 0.49%
117,597
+14,530
44
$7.04M 0.47%
258,043
+44,787
45
$7.03M 0.47%
160,156
+15,462
46
$6.29M 0.42%
6,798
-50
47
$6.26M 0.42%
602,898
+132,189
48
$6.21M 0.42%
112,280
+4,404
49
$6.03M 0.41%
41,396
+1,270
50
$5.96M 0.4%
44,096
+14,443
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