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
201
$230K 0.15%
+4,830
202
$230K 0.15%
+4,181
203
$229K 0.14%
+6,260
204
$227K 0.14%
17,635
+93
205
$223K 0.14%
8,118
-4,470
206
$222K 0.14%
12,700
+178
207
$220K 0.14%
+2,275
208
$219K 0.14%
+4,978
209
$219K 0.14%
1,563
+335
210
$217K 0.14%
+8,813
211
$215K 0.14%
30,384
+243
212
$215K 0.14%
15,105
-11,778
213
$214K 0.14%
12,584
+201
214
$214K 0.14%
3,625
+1
215
$208K 0.13%
8,696
216
$207K 0.13%
+9,411
217
$206K 0.13%
+3,183
218
$203K 0.13%
3,264
219
$201K 0.13%
3,582
-1,016
220
$194K 0.12%
+15,000
221
$189K 0.12%
16,504
-3,000
222
$172K 0.11%
14,525
-8,351
223
$156K 0.1%
10,000
224
$133K 0.08%
10,838
+738
225
$84K 0.05%
+11,000
6 7 8
9
10