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
101
$1.88M 0.24%
11,369
-3,011
102
$1.88M 0.24%
17,499
-1,261
103
$1.88M 0.24%
65,942
+3,584
104
$1.85M 0.23%
+66,940
105
$1.79M 0.23%
7,573
-3,615
106
$1.78M 0.22%
7,296
-4,431
107
$1.77M 0.22%
+30,887
108
$1.77M 0.22%
32,826
-29,526
109
$1.73M 0.22%
1,159
-262
110
$1.72M 0.22%
39,519
-22,231
111
$1.71M 0.22%
20,055
-7,859
112
$1.67M 0.21%
4,813
-1,553
113
$1.65M 0.21%
20,660
-305
114
$1.64M 0.21%
39,806
-13,186
115
$1.64M 0.21%
14,223
-4,761
116
$1.63M 0.2%
4,682
-353
117
$1.58M 0.2%
6,984
-2,127
118
$1.56M 0.2%
11,109
-3,713
119
$1.55M 0.19%
9,744
-8,502
120
$1.55M 0.19%
14,291
-2,515
121
$1.54M 0.19%
63,441
+19,882
122
$1.5M 0.19%
69,473
+601
123
$1.49M 0.19%
10,348
-15,049
124
$1.49M 0.19%
16,279
-11,150
125
$1.48M 0.19%
73,504
+868
3 4
5
6 7