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
$581M
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$6.19M
3
+$5.63M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$5.52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.39M

Top Sells

1
+$828K
2
+$316K
3
+$250K
4
CELG
Celgene Corp
CELG
+$234K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$205K

Sector Composition

1 Technology 10.11%
2 Healthcare 5.24%
3 Industrials 4.84%
4 Financials 3.97%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.19M 0.21%
12,829
+3,657
152
$1.19M 0.2%
+9,484
153
$1.19M 0.2%
+20,115
154
$1.18M 0.2%
22,226
+8,045
155
$1.17M 0.2%
+8,058
156
$1.15M 0.2%
79,889
-22,000
157
$1.15M 0.2%
12,153
+4,238
158
$1.14M 0.2%
+8,222
159
$1.13M 0.2%
34,887
+1,400
160
$1.13M 0.19%
10,024
+6,122
161
$1.13M 0.19%
9,856
+6,108
162
$1.13M 0.19%
+38,224
163
$1.11M 0.19%
20,163
+10,197
164
$1.11M 0.19%
+13,720
165
$1.07M 0.18%
40,000
166
$1.07M 0.18%
+17,024
167
$1.07M 0.18%
+13,595
168
$1.06M 0.18%
+5,225
169
$1.06M 0.18%
9,069
+1,714
170
$1.06M 0.18%
+11,478
171
$1.05M 0.18%
+27,613
172
$1.05M 0.18%
+6,809
173
$1.03M 0.18%
+13,184
174
$1.02M 0.18%
+15,340
175
$1.02M 0.18%
+20,403
5 6
7
8 9