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
$795M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.04M
3
+$2.26M
4
IYW icon
iShares US Technology ETF
IYW
+$2.01M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$1.85M

Top Sells

1
+$10.5M
2
+$6.79M
3
+$4.27M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.17M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.55M

Sector Composition

1 Technology 10.68%
2 Industrials 6.07%
3 Consumer Discretionary 5.33%
4 Healthcare 5.15%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.43%
195,912
-59,130
52
$3.38M 0.43%
39,215
+14,679
53
$3.35M 0.42%
153,886
-37,652
54
$3.22M 0.41%
21,747
-6,245
55
$3.21M 0.4%
50,997
+580
56
$3.2M 0.4%
58,885
-5,306
57
$3.2M 0.4%
67,986
-10,803
58
$3.18M 0.4%
40,972
-427
59
$3.15M 0.4%
28,160
-3,478
60
$3.13M 0.39%
16,254
-3,762
61
$3.11M 0.39%
23,075
-9,752
62
$2.98M 0.37%
24,400
-2,920
63
$2.85M 0.36%
59,760
-19,220
64
$2.83M 0.36%
22,130
-1,117
65
$2.83M 0.36%
97,410
-59,200
66
$2.8M 0.35%
31,845
-16,999
67
$2.79M 0.35%
52,626
-24,749
68
$2.75M 0.35%
29,011
-15,651
69
$2.73M 0.34%
24,178
-9,095
70
$2.71M 0.34%
23,388
-12,141
71
$2.7M 0.34%
7,658
-1,704
72
$2.69M 0.34%
8,448
-1,348
73
$2.66M 0.33%
31,333
-5,868
74
$2.65M 0.33%
17,962
-12,207
75
$2.61M 0.33%
11,161
+1,238
1 2
3
4 5