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
526
$202K 0.03%
3,126
-1,435
527
$202K 0.03%
3,834
-971
528
$201K 0.03%
9,479
-5,830
529
$201K 0.03%
+6,758
530
$201K 0.03%
+5,785
531
$200K 0.03%
4,277
-3,937
532
$195K 0.02%
+18,622
533
$183K 0.02%
10,109
-946
534
$181K 0.02%
+11,345
535
$162K 0.02%
+14,137
536
$148K 0.02%
12,942
-401
537
$145K 0.02%
+10,192
538
$140K 0.02%
20,284
-19,909
539
$125K 0.02%
12,120
-10,050
540
$122K 0.02%
14,510
-9,765
541
$118K 0.01%
12,053
542
$88K 0.01%
2,193
-1,839
543
$84K 0.01%
+13,910
544
$52K 0.01%
+1,011
545
$47K 0.01%
+17,711
546
$26K ﹤0.01%
10,600
547
$25K ﹤0.01%
+17,989
548
– –
-2,376
549
– –
-3,536
550
– –
-11,500
20 21
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