Koshinski Asset Management

Koshinski Asset Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$581M
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$6.19M
3
+$5.63M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$5.52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.39M

Top Sells

1
+$828K
2
+$316K
3
+$250K
4
CELG
Celgene Corp
CELG
+$234K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$205K

Sector Composition

1 Technology 10.11%
2 Healthcare 5.24%
3 Industrials 4.84%
4 Financials 4.07%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.65M 0.46%
158,588
+63,996
52
$2.65M 0.46%
+28,061
53
$2.58M 0.44%
+71,753
54
$2.49M 0.43%
85,780
+1,673
55
$2.45M 0.42%
+28,421
56
$2.4M 0.41%
+8,152
57
$2.39M 0.41%
+131,066
58
$2.39M 0.41%
+34,432
59
$2.32M 0.4%
+43,280
60
$2.32M 0.4%
+302,802
61
$2.29M 0.39%
28,446
+9,831
62
$2.27M 0.39%
+19,665
63
$2.26M 0.39%
213,420
+60
64
$2.24M 0.39%
+215,304
65
$2.23M 0.38%
17,505
+14,060
66
$2.23M 0.38%
+231,707
67
$2.21M 0.38%
19,860
-790
68
$2.16M 0.37%
108,183
-7,839
69
$2.13M 0.37%
+68,110
70
$2.11M 0.36%
+126,799
71
$2.11M 0.36%
+19,625
72
$2.07M 0.36%
+8,047
73
$2.03M 0.35%
+30,528
74
$1.98M 0.34%
+9,287
75
$1.96M 0.34%
+45,493
1 2
3
4 5