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
101
$470K 0.3%
11,848
+3,035
102
$470K 0.3%
47,267
+707
103
$469K 0.3%
18,508
+1,994
104
$459K 0.29%
6,847
-4,737
105
$454K 0.29%
5,027
+25
106
$451K 0.29%
6,713
-430
107
$447K 0.28%
22,667
+969
108
$447K 0.28%
4,314
+163
109
$446K 0.28%
7,926
+355
110
$441K 0.28%
1,960
+303
111
$437K 0.28%
8,887
+224
112
$437K 0.28%
24,046
+1,868
113
$431K 0.27%
5,416
114
$423K 0.27%
+6,708
115
$419K 0.26%
12,461
-1,083
116
$418K 0.26%
13,154
+147
117
$412K 0.26%
9,000
118
$410K 0.26%
5,786
-191
119
$409K 0.26%
4,378
+2,033
120
$406K 0.26%
8,415
+659
121
$403K 0.25%
4,143
+26
122
$399K 0.25%
11,262
-3,000
123
$392K 0.25%
28,152
-595
124
$386K 0.24%
6,490
+83
125
$384K 0.24%
3,099
+510
3 4
5
6 7