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
76
$2.56M 0.32%
27,712
-14,572
77
$2.55M 0.32%
38,012
-6,026
78
$2.5M 0.31%
83,301
+22,432
79
$2.48M 0.31%
44,221
-15,945
80
$2.46M 0.31%
4,192
-1,923
81
$2.43M 0.31%
38,503
-19,243
82
$2.41M 0.3%
291,594
-165,737
83
$2.4M 0.3%
4,749
-2,041
84
$2.38M 0.3%
28,951
-5,210
85
$2.36M 0.3%
95,050
-67,000
86
$2.28M 0.29%
39,902
+1,984
87
$2.26M 0.28%
+43,865
88
$2.25M 0.28%
87,922
-20,632
89
$2.14M 0.27%
11,149
-6,928
90
$2.12M 0.27%
46,588
-101
91
$2.09M 0.26%
105,910
-32,956
92
$2.07M 0.26%
11,580
-210
93
$2.04M 0.26%
33,036
+783
94
$2.01M 0.25%
+20,225
95
$2.01M 0.25%
54,718
-13,842
96
$2.01M 0.25%
5,497
-2,795
97
$1.99M 0.25%
15,840
-3,800
98
$1.95M 0.24%
28,694
-12,201
99
$1.94M 0.24%
15,372
-17,977
100
$1.9M 0.24%
40,956
-27,461
2 3
4
5 6