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
126
$382K 0.24%
2,054
+141
127
$381K 0.24%
13,400
128
$380K 0.24%
3,575
129
$379K 0.24%
3,622
130
$378K 0.24%
3,804
-28
131
$374K 0.24%
6,541
-320
132
$373K 0.24%
+26,372
133
$360K 0.23%
20,743
+2,132
134
$359K 0.23%
+5,570
135
$356K 0.23%
40,918
+1,344
136
$355K 0.22%
19,810
+2,645
137
$353K 0.22%
9,419
+842
138
$350K 0.22%
4,833
+430
139
$349K 0.22%
5,571
+560
140
$347K 0.22%
10,736
+656
141
$345K 0.22%
35,098
-8,367
142
$345K 0.22%
24,515
+651
143
$343K 0.22%
+6,822
144
$339K 0.21%
6,602
145
$335K 0.21%
7,903
+350
146
$334K 0.21%
3,118
+100
147
$333K 0.21%
22,175
-1,650
148
$332K 0.21%
7,088
+538
149
$329K 0.21%
+32,500
150
$329K 0.21%
2,583
+77
4 5
6
7 8