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
176
$1.12M 0.14%
9,997
-2,645
177
$1.1M 0.14%
15,637
-660
178
$1.09M 0.14%
14,444
-6,230
179
$1.09M 0.14%
39,898
-10,614
180
$1.08M 0.14%
19,029
-1,277
181
$1.07M 0.14%
13,630
-2,085
182
$1.07M 0.13%
17,689
+13,286
183
$1.07M 0.13%
6,931
-1,237
184
$1.05M 0.13%
15,882
-10,810
185
$1.04M 0.13%
10,191
+5,241
186
$1.04M 0.13%
50,298
-17,993
187
$1.04M 0.13%
13,707
-9,893
188
$1.03M 0.13%
3,954
-89
189
$1.03M 0.13%
8,553
-1,526
190
$1.02M 0.13%
6,347
-1,971
191
$1.02M 0.13%
19,441
-3,541
192
$1.02M 0.13%
22,867
-15,762
193
$1.01M 0.13%
18,965
-15,710
194
$1.01M 0.13%
648
-100
195
$1.01M 0.13%
65,826
-12,030
196
$1M 0.13%
4,228
-1,432
197
$964K 0.12%
4,855
-269
198
$959K 0.12%
18,207
-90
199
$958K 0.12%
22,725
-17,775
200
$951K 0.12%
11,240
-2,890
6 7
8
9 10