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
201
$945K 0.12%
16,491
-12,488
202
$942K 0.12%
8,082
-2,039
203
$940K 0.12%
18,625
-2,725
204
$937K 0.12%
14,547
-13,734
205
$922K 0.12%
4,373
-1,059
206
$906K 0.11%
3,107
-789
207
$904K 0.11%
1,033
-100
208
$903K 0.11%
3,736
-3,322
209
$896K 0.11%
10,332
-12,628
210
$877K 0.11%
3,821
-1,118
211
$856K 0.11%
8,169
-1,329
212
$854K 0.11%
3,693
-1,309
213
$854K 0.11%
27,314
-16,327
214
$845K 0.11%
4,835
-1,333
215
$844K 0.11%
37,988
-16,561
216
$842K 0.11%
14,070
-2,531
217
$840K 0.11%
7,859
-2,171
218
$833K 0.1%
14,625
+7,203
219
$832K 0.1%
11,435
-2,998
220
$829K 0.1%
+30,470
221
$826K 0.1%
12,249
+3,259
222
$822K 0.1%
26,682
-9,411
223
$817K 0.1%
6,683
-4,602
224
$814K 0.1%
13,369
-4,693
225
$812K 0.1%
+27,425
7 8
9
10 11