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
601
$270K 0.02%
696
+167
602
$270K 0.02%
53,064
+37
603
$269K 0.02%
4,503
-107
604
$267K 0.02%
+9,113
605
$267K 0.02%
549
+49
606
$266K 0.02%
857
+57
607
$266K 0.02%
+2,146
608
$265K 0.02%
2,070
+104
609
$264K 0.02%
7,453
+454
610
$262K 0.02%
1,072
+1
611
$260K 0.02%
19,342
-62,423
612
$259K 0.02%
4,092
+645
613
$259K 0.02%
2,190
614
$258K 0.02%
4,925
-215
615
$257K 0.02%
608
+29
616
$256K 0.02%
5,950
+350
617
$255K 0.02%
7,417
-577
618
$255K 0.02%
1,252
-134
619
$255K 0.02%
1,538
+78
620
$255K 0.02%
+9,589
621
$253K 0.02%
2,533
-161
622
$252K 0.02%
5,323
-1,343
623
$252K 0.02%
11,471
624
$252K 0.02%
1,758
+58
625
$251K 0.02%
3,008
+5
23 24
25
26 27