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
101
$3.3M 0.22%
34,176
+1,065
102
$3.23M 0.22%
27,205
-1,824
103
$3.21M 0.22%
62,218
+3,282
104
$3.2M 0.22%
38,406
-2,034
105
$3.13M 0.21%
9,182
+265
106
$3.11M 0.21%
5,462
+156
107
$3.09M 0.21%
55,533
-577
108
$3.05M 0.2%
10,026
+734
109
$2.92M 0.2%
13,213
+1,066
110
$2.91M 0.2%
43,846
+3,833
111
$2.89M 0.19%
10,276
-1,242
112
$2.88M 0.19%
18,134
+159
113
$2.83M 0.19%
30,870
-1,337
114
$2.82M 0.19%
56,369
-6,498
115
$2.8M 0.19%
5,974
-190
116
$2.8M 0.19%
23,320
+420
117
$2.79M 0.19%
70,522
+19,196
118
$2.77M 0.19%
42,510
+541
119
$2.77M 0.19%
29,243
+7,545
120
$2.77M 0.19%
19,647
+583
121
$2.75M 0.18%
9,148
-40
122
$2.7M 0.18%
40,924
+2,839
123
$2.69M 0.18%
16,070
-1,009
124
$2.66M 0.18%
330,329
-11,707
125
$2.64M 0.18%
52,210
-6,829
3 4
5
6 7