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
501
$373K 0.03%
1,917
+320
502
$373K 0.03%
1,819
+567
503
$371K 0.03%
2,078
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504
$370K 0.02%
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505
$369K 0.02%
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506
$369K 0.02%
8,392
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507
$367K 0.02%
9,160
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508
$366K 0.02%
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509
$366K 0.02%
8,484
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510
$366K 0.02%
3,813
511
$365K 0.02%
7,112
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$363K 0.02%
4,673
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513
$363K 0.02%
41,422
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514
$360K 0.02%
9,960
-1,375
515
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4,794
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516
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1,836
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$347K 0.02%
3,155
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$347K 0.02%
3,594
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$347K 0.02%
3,303
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$346K 0.02%
6,396
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524
$342K 0.02%
7,490
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525
$342K 0.02%
5,316