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
76
$4.06M 0.27%
39,346
-3,602
77
$4.04M 0.27%
9,961
+854
78
$4.03M 0.27%
19,670
-265
79
$4.02M 0.27%
143,956
-13,302
80
$3.97M 0.27%
25,588
-775
81
$3.91M 0.26%
91,285
-8,857
82
$3.82M 0.26%
+71,747
83
$3.82M 0.26%
31,641
+410
84
$3.81M 0.26%
45,616
-1,665
85
$3.79M 0.25%
32,005
86
$3.76M 0.25%
50,557
+475
87
$3.76M 0.25%
111,830
+86,287
88
$3.72M 0.25%
144,790
+634
89
$3.65M 0.25%
4,785
+112
90
$3.64M 0.24%
10,540
-285
91
$3.62M 0.24%
+68,239
92
$3.61M 0.24%
36,923
-105
93
$3.59M 0.24%
38,486
+2,521
94
$3.52M 0.24%
25,086
+857
95
$3.45M 0.23%
25,768
+645
96
$3.45M 0.23%
70,345
-3,735
97
$3.44M 0.23%
76,992
+936
98
$3.43M 0.23%
76,848
-11,029
99
$3.41M 0.23%
18,576
+121
100
$3.39M 0.23%
12,030
-284
2 3
4
5 6