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
476
$258K 0.03%
8,175
-500
477
$258K 0.03%
1,837
-434
478
$257K 0.03%
7,841
479
$257K 0.03%
4,428
-1,227
480
$257K 0.03%
2,812
-1,006
481
$256K 0.03%
10,000
-5,500
482
$256K 0.03%
6,290
-1,195
483
$255K 0.03%
15,414
-40,693
484
$255K 0.03%
4,395
-962
485
$250K 0.03%
5,963
-2,755
486
$250K 0.03%
3,804
-3,313
487
$246K 0.03%
17,800
-1,500
488
$245K 0.03%
1,154
+55
489
$245K 0.03%
5,532
-11,060
490
$242K 0.03%
5,652
+50
491
$242K 0.03%
+865
492
$242K 0.03%
7,600
-3,289
493
$242K 0.03%
11,736
-14,074
494
$239K 0.03%
6,631
-21,093
495
$237K 0.03%
5,670
-1,072
496
$236K 0.03%
4,732
-1,939
497
$236K 0.03%
4,437
-2,577
498
$235K 0.03%
+8,925
499
$235K 0.03%
+5,069
500
$234K 0.03%
4,261
-1,095
18 19
20
21 22