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
$581M
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$6.19M
3
+$5.63M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$5.52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.39M

Top Sells

1
+$828K
2
+$316K
3
+$250K
4
CELG
Celgene Corp
CELG
+$234K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$205K

Sector Composition

1 Technology 10.11%
2 Healthcare 5.24%
3 Industrials 4.84%
4 Financials 3.97%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$210K 0.04%
+8,092
477
$210K 0.04%
+2,292
478
$206K 0.04%
+10,450
479
$206K 0.04%
+7,124
480
$205K 0.04%
1,669
-72
481
$205K 0.04%
+1,237
482
$204K 0.04%
+5,144
483
$203K 0.03%
+2,478
484
$203K 0.03%
+3,733
485
$203K 0.03%
+2,177
486
$202K 0.03%
+2,516
487
$194K 0.03%
+14,595
488
$191K 0.03%
+25,315
489
$187K 0.03%
12,994
+659
490
$187K 0.03%
+200
491
$179K 0.03%
+14,400
492
$178K 0.03%
+7,800
493
$154K 0.03%
+4,778
494
$145K 0.03%
+13,343
495
$143K 0.02%
+13,492
496
$137K 0.02%
+12,044
497
$125K 0.02%
+12,300
498
$107K 0.02%
+13,800
499
$105K 0.02%
+10,553
500
$95K 0.02%
+26,028
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