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
151
$2.05M 0.14%
26,207
+1,133
152
$2.04M 0.14%
10,019
+384
153
$2.02M 0.14%
21,400
+1,131
154
$2.02M 0.14%
3,283
+143
155
$2.01M 0.14%
39,041
-2,846
156
$2M 0.13%
57,817
+12,756
157
$2M 0.13%
52,540
+956
158
$1.99M 0.13%
7,307
-104
159
$1.97M 0.13%
42,123
-10,961
160
$1.97M 0.13%
17,487
+4,203
161
$1.96M 0.13%
3,936
-389
162
$1.9M 0.13%
2,456
+8
163
$1.9M 0.13%
8,041
+71
164
$1.89M 0.13%
21,110
-39
165
$1.89M 0.13%
9,039
+91
166
$1.85M 0.12%
179,936
+134,706
167
$1.85M 0.12%
3,769
+114
168
$1.82M 0.12%
8,811
+521
169
$1.81M 0.12%
6,464
+408
170
$1.79M 0.12%
7,553
-123
171
$1.75M 0.12%
37,112
-118
172
$1.74M 0.12%
55,408
-592
173
$1.74M 0.12%
36,521
+1,641
174
$1.74M 0.12%
34,178
-1,800
175
$1.73M 0.12%
12,414
-1,111
5 6
7
8 9