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
126
$1.48M 0.19%
14,402
-998
127
$1.46M 0.18%
81,944
-5,443
128
$1.45M 0.18%
6,109
-1,394
129
$1.44M 0.18%
30,295
-6,204
130
$1.44M 0.18%
7,439
+59
131
$1.44M 0.18%
6,234
-2,190
132
$1.42M 0.18%
10,853
+9,008
133
$1.42M 0.18%
38,207
+877
134
$1.41M 0.18%
13,434
-4,655
135
$1.39M 0.18%
120,933
-68,936
136
$1.39M 0.17%
9,710
-4,141
137
$1.38M 0.17%
5,670
-2,601
138
$1.38M 0.17%
18,842
-3,279
139
$1.38M 0.17%
+37,408
140
$1.37M 0.17%
2,602
-584
141
$1.36M 0.17%
25,230
-8,361
142
$1.35M 0.17%
34,489
-8,844
143
$1.35M 0.17%
3,403
-274
144
$1.34M 0.17%
33,730
-16,524
145
$1.33M 0.17%
16,177
+11,652
146
$1.33M 0.17%
15,503
-3,847
147
$1.31M 0.17%
17,510
-4,833
148
$1.29M 0.16%
511,716
-400,605
149
$1.29M 0.16%
5,367
-861
150
$1.27M 0.16%
9,517
-3,549
4 5
6
7 8