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
551
$314K 0.02%
+1,651
552
$314K 0.02%
2,352
+161
553
$313K 0.02%
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554
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555
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7,322
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556
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1,161
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557
$308K 0.02%
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558
$306K 0.02%
150,000
559
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+1,221
560
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561
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6,664
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563
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12,648
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15,445
-1,111
565
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572
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7,901
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574
$291K 0.02%
6,488
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575
$291K 0.02%
7,798
+363
21 22
23
24 25