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
51
$5.92M 0.4%
177,280
+70,624
52
$5.83M 0.39%
83,355
+27,174
53
$5.8M 0.39%
169,623
+632
54
$5.7M 0.38%
445,813
+12,915
55
$5.29M 0.36%
34,458
+2,115
56
$5.29M 0.36%
46,890
+1,245
57
$5.28M 0.35%
66,081
+5,467
58
$5.23M 0.35%
50,002
+1,418
59
$5.19M 0.35%
26,485
+36
60
$5.11M 0.34%
1,192
-5
61
$5.06M 0.34%
38,833
+273
62
$5.03M 0.34%
57,803
-7
63
$4.87M 0.33%
55,761
+3,557
64
$4.82M 0.32%
207,096
+6,200
65
$4.76M 0.32%
108,210
+1,174
66
$4.71M 0.32%
68,807
-5
67
$4.61M 0.31%
204,968
+125,259
68
$4.58M 0.31%
39,998
+853
69
$4.57M 0.31%
134,939
+19,322
70
$4.5M 0.3%
178,027
+133,128
71
$4.36M 0.29%
51,883
+1,903
72
$4.35M 0.29%
59,296
+1,644
73
$4.22M 0.28%
121,489
+56,879
74
$4.15M 0.28%
29,450
+1,532
75
$4.08M 0.27%
26,281
-355
1 2
3
4 5