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
$158M
AUM Growth
+$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$941K
2
+$934K
3
+$721K
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$648K
5
KO icon
Coca-Cola
KO
+$643K

Top Sells

1
+$1.22M
2
+$989K
3
+$463K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$435K
5
AVK
Advent Convertible and Income Fund
AVK
+$424K

Sector Composition

1 Financials 8.58%
2 Technology 5.79%
3 Healthcare 4.87%
4 Consumer Staples 4.05%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$894K 0.57%
9,645
+1,318
52
$879K 0.56%
64,615
+3,825
53
$870K 0.55%
19,853
+217
54
$824K 0.52%
7,354
+154
55
$809K 0.51%
18,320
-122
56
$771K 0.49%
29,224
+5,577
57
$760K 0.48%
31,086
-190
58
$757K 0.48%
15,689
-20
59
$751K 0.47%
6,761
-698
60
$735K 0.46%
11,039
-48
61
$721K 0.46%
37,439
-682
62
$711K 0.45%
13,209
+7,534
63
$697K 0.44%
51,400
+7,100
64
$682K 0.43%
7,022
+54
65
$667K 0.42%
8,586
+3,824
66
$661K 0.42%
466,771
+453,838
67
$649K 0.41%
16,193
+1,873
68
$648K 0.41%
+16,312
69
$647K 0.41%
18,600
+11,795
70
$643K 0.41%
28,840
+400
71
$640K 0.4%
26,100
-148
72
$639K 0.4%
4,484
+1,350
73
$636K 0.4%
6,686
-282
74
$632K 0.4%
9,515
+45
75
$607K 0.38%
8,689
+45
1 2
3
4 5