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
176
$267K 0.17%
2,156
-363
177
$267K 0.17%
+12,285
178
$266K 0.17%
+8,394
179
$266K 0.17%
13,173
-4,510
180
$264K 0.17%
4,454
-325
181
$264K 0.17%
3,447
-14
182
$260K 0.16%
2,413
-138
183
$259K 0.16%
5,322
-398
184
$258K 0.16%
3,317
+15
185
$256K 0.16%
10,580
-6,101
186
$255K 0.16%
2,918
-114
187
$253K 0.16%
2,414
-22
188
$253K 0.16%
30,774
+1,668
189
$252K 0.16%
10,674
+156
190
$249K 0.16%
4,040
-50
191
$245K 0.15%
8,696
-145
192
$243K 0.15%
+1,759
193
$243K 0.15%
4,966
-579
194
$238K 0.15%
6,668
195
$234K 0.15%
8,188
+1,114
196
$234K 0.15%
25,950
197
$232K 0.15%
12,457
+2,276
198
$232K 0.15%
5,465
+609
199
$231K 0.15%
14,244
200
$231K 0.15%
+2,177
6 7
8
9 10