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
76
$603K 0.38%
4,939
+184
77
$603K 0.38%
19,491
+6,623
78
$602K 0.38%
4,893
+885
79
$598K 0.38%
55,685
-5,815
80
$594K 0.38%
5,943
-22
81
$594K 0.38%
39,012
+18,974
82
$594K 0.38%
5,412
-35
83
$586K 0.37%
6,074
+681
84
$586K 0.37%
45,663
+713
85
$566K 0.36%
4,832
+1,406
86
$563K 0.36%
63,143
+343
87
$561K 0.35%
9,466
-572
88
$555K 0.35%
8,266
+1,403
89
$543K 0.34%
6,436
-25
90
$534K 0.34%
13,181
91
$527K 0.33%
22,542
+1,028
92
$521K 0.33%
22,968
-168
93
$520K 0.33%
+12,965
94
$516K 0.33%
21,377
+3,834
95
$512K 0.32%
4,914
-161
96
$502K 0.32%
34,920
+2,832
97
$501K 0.32%
6,572
-141
98
$486K 0.31%
17,177
99
$478K 0.3%
+9,655
100
$474K 0.3%
9,658
+1,417
2 3
4
5 6