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
151
$327K 0.21%
2,534
+323
152
$324K 0.2%
9,665
153
$318K 0.2%
19,290
-967
154
$317K 0.2%
3,795
-23
155
$317K 0.2%
2,775
+410
156
$311K 0.2%
7,230
-17
157
$307K 0.19%
4,833
+1,233
158
$305K 0.19%
14,700
-187
159
$302K 0.19%
+4,389
160
$297K 0.19%
2,575
+1
161
$289K 0.18%
3,094
+954
162
$287K 0.18%
5,521
-536
163
$286K 0.18%
1,496
-55
164
$284K 0.18%
16,051
-1,062
165
$283K 0.18%
12,384
-9,887
166
$283K 0.18%
17,122
+1,237
167
$280K 0.18%
6,943
-125
168
$279K 0.18%
+15,659
169
$279K 0.18%
2,603
-32
170
$277K 0.18%
2,574
-179
171
$275K 0.17%
+12,119
172
$272K 0.17%
2,499
+31
173
$271K 0.17%
6,714
+59
174
$267K 0.17%
+3,967
175
$267K 0.17%
+2,891
5 6
7
8 9