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
176
$1.71M 0.11%
34,552
-576
177
$1.7M 0.11%
10,206
-749
178
$1.69M 0.11%
6,831
+9
179
$1.68M 0.11%
16,999
-869
180
$1.66M 0.11%
39,271
-1,595
181
$1.63M 0.11%
6,830
-163
182
$1.6M 0.11%
61,742
-1,923
183
$1.59M 0.11%
16,663
+7,243
184
$1.58M 0.11%
3,810
+15
185
$1.57M 0.11%
20,744
-1,090
186
$1.55M 0.1%
8,057
+90
187
$1.55M 0.1%
4,386
+212
188
$1.55M 0.1%
63,348
+573
189
$1.54M 0.1%
3,182
-54
190
$1.53M 0.1%
12,252
-869
191
$1.52M 0.1%
917,304
192
$1.52M 0.1%
17,976
+886
193
$1.49M 0.1%
166,071
-442
194
$1.47M 0.1%
39,272
+32,982
195
$1.44M 0.1%
4,118
+66
196
$1.44M 0.1%
16,647
-1,030
197
$1.43M 0.1%
6,061
+190
198
$1.43M 0.1%
5,057
+260
199
$1.42M 0.1%
2,504
+138
200
$1.42M 0.1%
4,163
+256
6 7
8
9 10