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
626
$250K 0.02%
+3,065
627
$249K 0.02%
1,706
+11
628
$248K 0.02%
767
+2
629
$245K 0.02%
+1,305
630
$245K 0.02%
+2,889
631
$245K 0.02%
9,390
+1,331
632
$242K 0.02%
700
-214
633
$242K 0.02%
13,000
+2,000
634
$241K 0.02%
3,261
635
$241K 0.02%
+2,494
636
$239K 0.02%
5,187
637
$236K 0.02%
6,178
+13
638
$234K 0.02%
+6,155
639
$234K 0.02%
+1,008
640
$233K 0.02%
9,441
641
$233K 0.02%
+6,749
642
$233K 0.02%
699
+5
643
$232K 0.02%
+1,676
644
$232K 0.02%
719
-4
645
$232K 0.02%
3,037
-425
646
$230K 0.02%
10,992
+376
647
$229K 0.02%
2,520
648
$229K 0.02%
1,857
+127
649
$228K 0.02%
4,131
-51
650
$227K 0.02%
+1,278
24 25
26
27 28