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
126
$2.63M 0.18%
9,685
+41
127
$2.57M 0.17%
44,608
+13,070
128
$2.54M 0.17%
15,168
-250
129
$2.52M 0.17%
89,122
+6,189
130
$2.52M 0.17%
54,720
+9,710
131
$2.48M 0.17%
44,230
+878
132
$2.42M 0.16%
48,602
-1,262
133
$2.42M 0.16%
30,679
-6
134
$2.41M 0.16%
35,554
+794
135
$2.41M 0.16%
14,863
+1,318
136
$2.38M 0.16%
45,577
-827
137
$2.38M 0.16%
8,117
-24
138
$2.37M 0.16%
22,753
-94
139
$2.37M 0.16%
23,668
+7,040
140
$2.35M 0.16%
62,300
+2,593
141
$2.33M 0.16%
36,954
-358
142
$2.18M 0.15%
37,075
+13,091
143
$2.17M 0.15%
15,958
+1,177
144
$2.16M 0.15%
39,847
-1,899
145
$2.12M 0.14%
16,725
-80
146
$2.09M 0.14%
+41,560
147
$2.08M 0.14%
18,642
+1,915
148
$2.07M 0.14%
76,910
-14,111
149
$2.06M 0.14%
6,074
150
$2.06M 0.14%
13,657
-196
4 5
6
7 8