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
201
$908K 0.16%
60,359
+46,166
202
$908K 0.16%
+12,638
203
$891K 0.15%
+44,414
204
$890K 0.15%
+23,595
205
$889K 0.15%
8,451
+1,013
206
$885K 0.15%
12,013
+2,015
207
$876K 0.15%
+36,207
208
$873K 0.15%
+12,730
209
$873K 0.15%
9,479
-805
210
$868K 0.15%
+28,340
211
$866K 0.15%
6,821
+1,313
212
$859K 0.15%
+3,740
213
$855K 0.15%
+9,956
214
$854K 0.15%
+24,994
215
$846K 0.15%
+29,112
216
$837K 0.14%
6,975
+301
217
$837K 0.14%
+33,225
218
$833K 0.14%
18,978
+6,156
219
$832K 0.14%
+51,030
220
$818K 0.14%
+5,707
221
$802K 0.14%
+16,275
222
$800K 0.14%
+13,264
223
$790K 0.14%
+8,397
224
$783K 0.13%
+8,386
225
$777K 0.13%
+32,942
7 8
9
10 11