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
551
– –
-3,178
552
– –
-7,058
553
– –
-7,946
554
– –
-5,900
555
– –
-6,570
556
– –
-16,355
557
– –
-6,297
558
– –
-10,855
559
– –
-929
560
– –
-25,895
561
– –
-3,258
562
– –
-10,191
563
– –
-4,025
564
– –
-9,375
565
– –
-3,583
566
– –
-11,464
567
– –
-5,623
568
– –
-4,706
569
– –
-6,537
570
– –
-3,970
571
– –
-1,330
572
– –
-10,226
573
– –
-5,144
574
– –
-10,668
575
– –
-1,388
21 22
23
24 25