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
701
$183K 0.01%
+13,932
702
$183K 0.01%
14,879
+89
703
$181K 0.01%
+10,061
704
$180K 0.01%
+11,100
705
$168K 0.01%
14,382
706
$164K 0.01%
16,012
707
$152K 0.01%
10,190
708
$150K 0.01%
21,746
+2,753
709
$136K 0.01%
+16,200
710
$108K 0.01%
10,621
+191
711
$105K 0.01%
66,750
712
$97.6K 0.01%
12,916
-504
713
$90.5K 0.01%
2,212
-366
714
$89K 0.01%
11,721
715
$73.8K 0.01%
11,625
716
$48.2K ﹤0.01%
14,000
717
– –
-8,110
718
– –
-894
719
– –
-31
720
– –
-2,492
721
– –
-386
722
– –
-432
723
– –
-7,897
724
– –
-4,415
725
– –
-1,175
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