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
176
$1.02M 0.18%
+15,872
177
$1.02M 0.18%
+39,859
178
$1.02M 0.18%
+6,921
179
$1.02M 0.18%
+48,745
180
$1.01M 0.17%
27,388
+10,933
181
$1M 0.17%
+18,059
182
$998K 0.17%
17,156
+3,836
183
$998K 0.17%
+39,035
184
$994K 0.17%
+31,852
185
$994K 0.17%
+20,020
186
$993K 0.17%
43,522
+10,516
187
$991K 0.17%
+18,731
188
$987K 0.17%
+19,360
189
$977K 0.17%
5,509
+199
190
$976K 0.17%
+18,580
191
$970K 0.17%
+4,745
192
$963K 0.17%
+20,110
193
$942K 0.16%
25,149
-302
194
$941K 0.16%
+7,511
195
$940K 0.16%
+17,566
196
$935K 0.16%
11,746
+50
197
$931K 0.16%
+34,830
198
$928K 0.16%
+7,671
199
$924K 0.16%
+9,562
200
$917K 0.16%
56,307
+15
6 7
8
9 10