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
151
$1.27M 0.16%
55,767
-37,068
152
$1.26M 0.16%
12,397
-5,162
153
$1.26M 0.16%
4,410
-1,404
154
$1.26M 0.16%
18,768
-5,896
155
$1.25M 0.16%
18,688
-7,147
156
$1.25M 0.16%
24,814
-10,992
157
$1.25M 0.16%
9,453
-2,988
158
$1.24M 0.16%
20,352
-3,778
159
$1.21M 0.15%
49,597
-13,673
160
$1.2M 0.15%
13,325
+1,194
161
$1.2M 0.15%
8,505
-2,926
162
$1.2M 0.15%
5,439
+451
163
$1.19M 0.15%
36,130
-12,069
164
$1.19M 0.15%
46,079
+11
165
$1.18M 0.15%
13,059
-9,416
166
$1.18M 0.15%
10,111
-2,760
167
$1.17M 0.15%
11,370
-7,326
168
$1.16M 0.15%
7,510
-1,903
169
$1.15M 0.14%
3,035
-988
170
$1.15M 0.14%
23,877
-9,893
171
$1.14M 0.14%
44,793
-13,199
172
$1.14M 0.14%
43,476
-6,640
173
$1.14M 0.14%
8,131
-1,115
174
$1.13M 0.14%
7,479
-6,090
175
$1.13M 0.14%
166,997
-115,170
5 6
7
8 9